+1,664.5%
DIS vs WEC
+4,404.6%
-2,740.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +4.4% | +1.4% | +3.0% | +3.9% |
| 30D | +10.3% | +12.8% | -2.5% | +5.5% |
| 3M | +15.5% | +11.2% | +4.3% | +11.0% |
| 6M | +11.2% | +6.6% | +4.6% | +8.3% |
| YTD | +5.6% | +13.8% | -8.2% | +0.2% |
| 1Y | +7.7% | +7.6% | +0.1% | +4.3% |
| 3Y | +39.3% | +62.2% | -22.9% | +14.3% |
| 5Y | -29.5% | +52.0% | -81.5% | -41.4% |
| 10Y | +36.3% | +189.4% | -153.1% | -15.8% |
| All | +1,664.5% | +4,404.6% | -2,740.1% | +281.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling