+139,595.9%
UNH vs DIS
+1,719.6%
+137,876.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +0.2% | +4.4% | -4.2% | -1.2% |
| 30D | +6.8% | +10.3% | -3.5% | +3.5% |
| 3M | -0.3% | +15.5% | -15.8% | -4.9% |
| 6M | +7.9% | +11.2% | -3.3% | +3.9% |
| YTD | +25.1% | +5.6% | +19.6% | +21.9% |
| 1Y | +29.3% | +7.7% | +21.6% | +25.0% |
| 3Y | -20.3% | +39.3% | -59.6% | -31.3% |
| 5Y | -3.6% | -29.5% | +25.9% | +1.0% |
| 10Y | +227.5% | +36.3% | +191.2% | +161.6% |
| All | +139,595.9% | +1,719.6% | +137,876.3% | +27,429.8% |
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 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