-10.1%
DIS vs WEC
+1.8%
-11.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.7% |
| 7D | -2.6% | -0.3% | -2.3% | -2.6% |
| 30D | +3.5% | -1.3% | +4.8% | +3.5% |
| 3M | +6.8% | -3.9% | +10.7% | +7.4% |
| 6M | +3.0% | -8.3% | +11.3% | +4.2% |
| YTD | -6.7% | +3.1% | -9.8% | -6.3% |
| 1Y | -10.1% | +1.9% | -12.0% | -10.4% |
| All | -10.1% | +1.8% | -11.8% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling