+36.6%
DIS vs WPM
+553.6%
-517.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.6% | -3.6% | +1.5% |
| 7D | +5.3% | +20.8% | -15.5% | +3.6% |
| 30D | +10.2% | +3.8% | +6.4% | +9.7% |
| 3M | +13.5% | +7.4% | +6.1% | +12.5% |
| 6M | +11.1% | +4.0% | +7.2% | +10.1% |
| YTD | +5.5% | +23.0% | -17.5% | +2.7% |
| 1Y | +9.1% | +45.9% | -36.8% | +4.7% |
| 3Y | +36.0% | +242.9% | -206.9% | +19.8% |
| 5Y | -29.8% | +259.5% | -289.4% | -38.9% |
| 10Y | +36.6% | +577.7% | -541.1% | +17.7% |
| All | +36.6% | +553.6% | -517.0% | +17.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling