+7.7%
DIS vs WU
-14.8%
+22.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.1% |
| 7D | +4.4% | +11.0% | -6.6% | +2.5% |
| 30D | +10.3% | +13.4% | -3.1% | +7.9% |
| 3M | +15.5% | +2.2% | +13.3% | +14.9% |
| 6M | +11.2% | -18.2% | +29.4% | +15.6% |
| YTD | +5.6% | -18.3% | +23.9% | +9.8% |
| 1Y | +7.7% | -12.2% | +19.9% | +9.5% |
| All | +7.7% | -14.8% | +22.5% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling