+37.2%
DIS vs WCC
+134.5%
-97.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.9% |
| 7D | +1.9% | +9.9% | -8.0% | +0.5% |
| 30D | +9.2% | -8.4% | +17.6% | +10.0% |
| 3M | +13.5% | -10.3% | +23.9% | +14.4% |
| 6M | +14.3% | -10.5% | +24.8% | +14.6% |
| YTD | +5.4% | +32.2% | -26.8% | -3.0% |
| 1Y | +12.2% | +25.5% | -13.4% | +4.2% |
| 3Y | +37.2% | +134.7% | -97.5% | +6.7% |
| All | +37.2% | +134.5% | -97.3% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling