+68,550.7%
MU vs DIS
+1,689.2%
+66,861.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -1.5% | -16.0% | -16.6% |
| 7D | -29.7% | +5.7% | -35.4% | -32.1% |
| 30D | -37.2% | +12.7% | -49.9% | -41.8% |
| 3M | -26.5% | +15.2% | -41.7% | -33.3% |
| 6M | +2.6% | +17.6% | -15.0% | -9.9% |
| YTD | +130.1% | +3.8% | +126.3% | +114.7% |
| 1Y | +176.7% | +6.8% | +169.9% | +153.1% |
| 3Y | +813.1% | +42.1% | +771.0% | +587.4% |
| 5Y | +822.0% | -31.2% | +853.1% | +955.0% |
| 10Y | +3,936.2% | +37.6% | +3,898.5% | +2,773.5% |
| All | +68,550.7% | +1,689.2% | +66,861.5% | +9,151.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling