+12.2%
DIS vs WPM
+21.9%
-9.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +1.9% | -3.6% | +5.5% | +2.3% |
| 30D | +9.2% | +1.4% | +7.7% | +8.7% |
| 3M | +13.5% | -0.2% | +13.7% | +12.8% |
| 6M | +14.3% | -7.3% | +21.6% | +14.1% |
| YTD | +5.4% | +12.3% | -7.0% | +3.6% |
| 1Y | +12.2% | +24.9% | -12.7% | +8.7% |
| All | +12.2% | +21.9% | -9.8% | +8.7% |
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 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