+22.3%
DIS vs WBD
+10.9%
+11.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | -3.5% | -1.7% | -1.8% | -3.1% |
| 30D | +1.0% | +3.9% | -2.9% | -0.1% |
| 3M | +5.7% | +5.1% | +0.6% | +4.2% |
| 6M | +3.3% | +0.6% | +2.7% | +3.0% |
| YTD | -7.7% | -3.2% | -4.6% | -7.1% |
| 1Y | -10.0% | +127.7% | -137.6% | -30.0% |
| 3Y | +31.7% | +146.6% | -114.8% | -6.3% |
| 5Y | -42.2% | +4.2% | -46.4% | -50.1% |
| 10Y | +22.3% | +13.7% | +8.7% | -13.8% |
| All | +22.3% | +10.9% | +11.5% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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