+1,315.7%
MU vs DIS
-40.0%
+1,355.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.8% | +6.9% |
| 7D | +9.0% | -2.6% | +11.6% | +10.3% |
| 30D | +13.8% | +3.5% | +10.3% | +11.5% |
| 3M | +2.1% | +6.8% | -4.7% | -2.8% |
| 6M | +153.8% | +3.0% | +150.8% | +145.4% |
| YTD | +256.4% | -6.7% | +263.1% | +259.7% |
| 1Y | +719.8% | -10.1% | +729.8% | +741.7% |
| 3Y | +1,360.4% | +33.0% | +1,327.3% | +1,032.3% |
| All | +1,315.7% | -40.0% | +1,355.7% | +1,632.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling