+36.6%
DIS vs WCC
+492.1%
-455.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.1% | -6.1% | -0.1% |
| 7D | +5.3% | -5.7% | +11.0% | +6.4% |
| 30D | +10.2% | -13.5% | +23.7% | +13.6% |
| 3M | +13.5% | -12.9% | +26.4% | +16.0% |
| 6M | +11.1% | -10.7% | +21.8% | +11.5% |
| YTD | +5.5% | +30.0% | -24.5% | -6.2% |
| 1Y | +9.1% | +24.7% | -15.6% | -2.0% |
| 3Y | +36.0% | +136.6% | -100.6% | -5.8% |
| 5Y | -29.8% | +143.9% | -173.7% | -54.2% |
| 10Y | +36.6% | +465.9% | -429.3% | -41.8% |
| All | +36.6% | +492.1% | -455.4% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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