+65.0%
UBER vs DIS
-8.4%
+73.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +5.1% | +5.2% | -0.1% | +1.6% |
| 30D | +0.2% | +11.5% | -11.3% | -6.8% |
| 3M | -2.7% | +11.5% | -14.2% | -9.6% |
| 6M | -13.4% | +8.9% | -22.2% | -18.6% |
| YTD | -16.1% | +3.4% | -19.5% | -19.3% |
| 1Y | -25.5% | +7.2% | -32.7% | -30.5% |
| 3Y | +42.5% | +43.3% | -0.8% | +1.8% |
| 5Y | +45.3% | -31.4% | +76.8% | +81.5% |
| All | +65.0% | -8.4% | +73.4% | +29.1% |
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