+32.8%
DIS vs WBD
+153.8%
-121.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | -0.2% |
| 7D | -1.1% | -0.7% | -0.4% | -1.0% |
| 30D | +0.1% | +5.0% | -4.9% | -0.8% |
| 3M | +7.1% | +6.2% | +0.8% | +5.8% |
| 6M | +4.3% | +0.6% | +3.7% | +4.1% |
| YTD | -6.9% | -2.4% | -4.5% | -6.6% |
| 1Y | -10.3% | +127.7% | -138.0% | -24.9% |
| 3Y | +32.8% | +148.4% | -115.6% | +3.0% |
| All | +32.8% | +153.8% | -121.0% | +3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling