-10.1%
DIS vs WPM
+53.7%
-63.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.6% |
| 7D | -2.6% | +1.1% | -3.7% | -2.7% |
| 30D | +3.5% | +26.4% | -22.9% | +0.9% |
| 3M | +6.8% | +20.8% | -14.0% | +4.3% |
| 6M | +3.0% | +1.1% | +1.9% | +1.7% |
| YTD | -6.7% | +32.5% | -39.2% | -9.3% |
| 1Y | -10.1% | +51.5% | -61.6% | -14.0% |
| All | -10.1% | +53.7% | -63.8% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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