+43.3%
DIS vs WCN
+45.2%
-1.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.1% |
| 7D | +5.2% | +2.9% | +2.3% | +4.5% |
| 30D | +11.5% | +22.1% | -10.6% | +5.8% |
| 3M | +11.5% | +13.2% | -1.6% | +7.9% |
| 6M | +8.9% | +23.7% | -14.8% | +3.1% |
| YTD | +3.4% | +8.7% | -5.3% | +1.2% |
| 1Y | +7.2% | +15.3% | -8.2% | +3.3% |
| 3Y | +43.3% | +46.0% | -2.7% | +39.8% |
| All | +43.3% | +45.2% | -1.8% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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