-26.2%
UBER vs DIS
+8.7%
-34.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.2% | +0.7% | +3.2% |
| 7D | +7.0% | +9.1% | -2.0% | +3.4% |
| 30D | +0.6% | +14.8% | -14.2% | -4.7% |
| 3M | -2.9% | +21.2% | -24.1% | -9.8% |
| 6M | -5.5% | +18.3% | -23.8% | -11.7% |
| YTD | -14.5% | +5.4% | -19.8% | -19.4% |
| 1Y | -26.2% | +8.3% | -34.5% | -31.0% |
| All | -26.2% | +8.7% | -34.9% | -31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling