+106,206.6%
MU vs DIS
+1,507.4%
+104,699.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.8% | +7.1% |
| 7D | +9.0% | -2.6% | +11.6% | +10.6% |
| 30D | +13.8% | +3.5% | +10.3% | +11.0% |
| 3M | +2.1% | +6.8% | -4.7% | -3.7% |
| 6M | +153.8% | +3.0% | +150.8% | +143.4% |
| YTD | +256.4% | -6.7% | +263.1% | +257.5% |
| 1Y | +719.8% | -10.1% | +729.8% | +736.2% |
| 3Y | +1,360.4% | +33.0% | +1,327.3% | +1,050.1% |
| 5Y | +1,312.4% | -40.0% | +1,352.4% | +1,666.5% |
| 10Y | +6,142.6% | +21.1% | +6,121.5% | +4,739.3% |
| All | +106,206.6% | +1,507.4% | +104,699.2% | +15,309.0% |
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