+27.0%
UNH vs DIS
+8.7%
+18.3%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.2% | -3.0% | +0.4% |
| 7D | +0.6% | +9.1% | -8.5% | -1.1% |
| 30D | +8.1% | +14.8% | -6.7% | +5.4% |
| 3M | +1.1% | +21.2% | -20.1% | -2.4% |
| 6M | +11.7% | +18.3% | -6.6% | +8.1% |
| YTD | +26.5% | +5.4% | +21.1% | +25.0% |
| 1Y | +27.0% | +8.3% | +18.8% | +24.4% |
| All | +27.0% | +8.7% | +18.3% | +24.4% |
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