+2.9%
UNH vs DIS
-40.0%
+42.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.8% |
| 7D | +1.1% | -2.6% | +3.6% | +1.4% |
| 30D | -3.8% | +3.5% | -7.3% | -4.2% |
| 3M | +0.7% | +6.8% | -6.1% | -0.1% |
| 6M | +37.9% | +3.0% | +34.9% | +37.1% |
| YTD | +21.9% | -6.7% | +28.7% | +22.5% |
| 1Y | +31.4% | -10.1% | +41.5% | +32.3% |
| 3Y | -11.4% | +33.0% | -44.4% | -15.8% |
| All | +2.9% | -40.0% | +42.9% | +13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling