-41.3%
DIS vs WBD
+1.0%
-42.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -2.6% | -1.8% | -0.8% | -2.1% |
| 30D | +3.5% | +8.8% | -5.3% | +1.3% |
| 3M | +6.8% | +4.6% | +2.2% | +5.5% |
| 6M | +3.0% | +1.1% | +1.9% | +2.6% |
| YTD | -6.7% | -2.0% | -4.7% | -6.4% |
| 1Y | -10.1% | +140.0% | -150.1% | -30.1% |
| 3Y | +33.0% | +144.4% | -111.3% | -3.0% |
| All | -41.3% | +1.0% | -42.4% | -48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling