-31.9%
DIS vs WCC
+117.0%
-148.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.9% |
| 7D | +5.2% | -14.7% | +19.9% | +8.6% |
| 30D | +11.5% | -20.1% | +31.5% | +16.4% |
| 3M | +11.5% | -21.2% | +32.7% | +16.2% |
| 6M | +8.9% | -19.2% | +28.0% | +11.7% |
| YTD | +3.4% | +20.2% | -16.8% | -5.5% |
| 1Y | +7.2% | +14.5% | -7.3% | -0.8% |
| 3Y | +43.3% | +115.1% | -71.8% | +2.9% |
| All | -31.9% | +117.0% | -148.9% | -56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling