+36.6%
DIS vs WEC
+178.6%
-142.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.7% |
| 7D | +5.3% | +0.2% | +5.1% | +5.3% |
| 30D | +10.2% | +12.9% | -2.7% | +6.3% |
| 3M | +13.5% | +9.8% | +3.8% | +10.4% |
| 6M | +11.1% | +6.7% | +4.4% | +8.8% |
| YTD | +5.5% | +14.0% | -8.5% | +1.1% |
| 1Y | +9.1% | +7.3% | +1.8% | +6.4% |
| 3Y | +36.0% | +63.8% | -27.8% | +15.2% |
| 5Y | -29.8% | +54.8% | -84.6% | -39.9% |
| 10Y | +36.6% | +185.7% | -149.1% | +8.2% |
| All | +36.6% | +178.6% | -142.0% | +8.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling