+22.5%
DIS vs WBD
+4.5%
+18.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +4.8% | +0.5% | +4.3% | +4.6% |
| 30D | +8.9% | -1.6% | +10.5% | +9.4% |
| 3M | -0.6% | -0.9% | +0.3% | -0.4% |
| 6M | -1.8% | +19.6% | -21.4% | -6.8% |
| YTD | -5.1% | -5.9% | +0.9% | -3.5% |
| 1Y | +3.9% | +200.9% | -197.0% | -26.1% |
| 3Y | +7.4% | +101.4% | -94.0% | -19.5% |
| 5Y | -40.2% | -27.8% | -12.4% | -42.6% |
| All | +22.5% | +4.5% | +18.1% | -11.8% |
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