+216.1%
UNH vs DIS
+32.4%
+183.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | -0.1% | +0.4% |
| 7D | +3.4% | +1.9% | +1.5% | +2.9% |
| 30D | +3.0% | +9.2% | -6.2% | +0.8% |
| 3M | +2.7% | +13.5% | -10.8% | -0.5% |
| 6M | +2.8% | +14.3% | -11.5% | -0.9% |
| YTD | +25.9% | +5.4% | +20.5% | +23.5% |
| 1Y | +25.8% | +12.2% | +13.6% | +21.4% |
| 3Y | -20.0% | +37.2% | -57.2% | -28.9% |
| 5Y | -2.8% | -23.1% | +20.3% | +2.7% |
| All | +216.1% | +32.4% | +183.7% | +159.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling