+400.2%
DIS vs WTW
+1,181.4%
-781.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | -0.2% |
| 7D | +1.9% | +2.0% | -0.1% | +1.1% |
| 30D | +9.2% | +12.9% | -3.7% | +4.0% |
| 3M | +13.5% | +0.7% | +12.8% | +13.0% |
| 6M | +14.3% | +39.5% | -25.2% | -0.5% |
| YTD | +5.4% | +3.1% | +2.3% | +2.2% |
| 1Y | +12.2% | +4.8% | +7.4% | +8.0% |
| 3Y | +37.2% | +42.9% | -5.8% | +14.8% |
| 5Y | -23.1% | +55.3% | -78.4% | -38.3% |
| 10Y | +32.2% | +217.2% | -185.0% | -22.9% |
| All | +400.2% | +1,181.4% | -781.3% | +125.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 all: compounded portfolio wealth divided by compounded WTW 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…
all analysis · Full analysis span regression · 6 months rolling