+31.0%
DIS vs WU
-39.7%
+70.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.7% |
| 7D | +0.9% | -5.3% | +6.1% | +2.9% |
| 30D | +8.9% | +9.0% | -0.1% | +5.1% |
| 3M | +14.5% | -3.6% | +18.1% | +15.6% |
| 6M | +12.2% | -19.4% | +31.6% | +19.7% |
| YTD | +4.7% | -21.7% | +26.4% | +12.4% |
| 1Y | +2.8% | -16.1% | +18.9% | +7.0% |
| 3Y | +38.1% | -24.1% | +62.3% | +45.9% |
| 5Y | -23.6% | -44.1% | +20.5% | -9.6% |
| All | +31.0% | -39.7% | +70.8% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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