+37.2%
DIS vs WU
-23.0%
+60.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.3% |
| 7D | +1.9% | -2.0% | +3.9% | +2.4% |
| 30D | +9.2% | +11.4% | -2.2% | +6.3% |
| 3M | +13.5% | -6.8% | +20.3% | +15.1% |
| 6M | +14.3% | -14.6% | +28.9% | +17.7% |
| YTD | +5.4% | -20.6% | +26.0% | +10.5% |
| 1Y | +12.2% | -15.4% | +27.5% | +15.3% |
| 3Y | +37.2% | -23.6% | +60.8% | +40.5% |
| All | +37.2% | -23.0% | +60.2% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling