+135,813.2%
UNH vs DIS
+1,682.0%
+134,131.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -3.2% | +5.2% | -8.4% | -4.7% |
| 30D | +4.8% | +11.5% | -6.6% | +1.3% |
| 3M | -1.8% | +11.5% | -13.4% | -5.3% |
| 6M | +8.6% | +8.9% | -0.3% | +5.2% |
| YTD | +21.8% | +3.4% | +18.4% | +19.4% |
| 1Y | +25.8% | +7.2% | +18.6% | +21.8% |
| 3Y | -21.3% | +43.3% | -64.6% | -32.9% |
| 5Y | -5.3% | -31.4% | +26.1% | +0.1% |
| 10Y | +238.1% | +37.1% | +201.0% | +169.4% |
| All | +135,813.2% | +1,682.0% | +134,131.1% | +26,862.0% |
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