-41.1%
DIS vs WCC
+216.1%
-257.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.9% | -5.6% | -2.7% |
| 7D | -2.6% | +4.5% | -7.1% | -3.7% |
| 30D | +3.5% | -5.8% | +9.3% | +4.7% |
| 3M | +6.8% | -3.7% | +10.5% | +6.7% |
| 6M | +3.0% | +23.1% | -20.1% | -4.3% |
| YTD | -6.7% | +44.2% | -50.9% | -17.4% |
| 1Y | -10.1% | +62.1% | -72.2% | -23.4% |
| 3Y | +33.0% | +121.1% | -88.1% | -3.0% |
| All | -41.1% | +216.1% | -257.1% | -66.8% |
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 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