-41.5%
DIS vs WSM
+189.5%
-230.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -1.1% | +2.6% | -3.7% | -1.8% |
| 30D | +0.1% | -9.5% | +9.7% | +2.8% |
| 3M | +7.1% | +12.9% | -5.8% | +3.3% |
| 6M | +4.3% | +23.0% | -18.8% | -1.9% |
| YTD | -6.9% | +28.9% | -35.9% | -13.8% |
| 1Y | -10.3% | +13.7% | -24.0% | -14.3% |
| 3Y | +32.8% | +232.6% | -199.8% | -11.1% |
| 5Y | -41.5% | +185.9% | -227.3% | -62.4% |
| All | -41.5% | +189.5% | -230.9% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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