+33.4%
UBER vs DIS
+38.8%
-5.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | +1.6% | +1.9% | -0.3% | +0.8% |
| 30D | +0.6% | +9.2% | -8.6% | -3.0% |
| 3M | -8.2% | +13.5% | -21.7% | -12.9% |
| 6M | -6.7% | +14.3% | -21.0% | -12.0% |
| YTD | -14.7% | +5.4% | -20.1% | -17.4% |
| 1Y | -24.1% | +12.2% | -36.2% | -28.5% |
| 3Y | +33.4% | +37.2% | -3.8% | +16.7% |
| All | +33.4% | +38.8% | -5.4% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling