-22.5%
DIS vs WMB
+200.5%
-223.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | +1.9% | +7.8% | -5.9% | -0.2% |
| 30D | +9.2% | -5.1% | +14.3% | +10.3% |
| 3M | +13.5% | -4.7% | +18.2% | +14.2% |
| 6M | +14.3% | -7.4% | +21.7% | +15.5% |
| YTD | +5.4% | +17.5% | -12.1% | -3.3% |
| 1Y | +12.2% | +19.5% | -7.3% | +2.1% |
| 3Y | +37.2% | +121.3% | -84.1% | -7.6% |
| All | -22.5% | +200.5% | -223.1% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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