-41.1%
DIS vs WU
-50.7%
+9.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.4% |
| 7D | -2.6% | -0.8% | -1.8% | -2.3% |
| 30D | +3.5% | -1.1% | +4.6% | +3.8% |
| 3M | +6.8% | -3.9% | +10.7% | +6.7% |
| 6M | +3.0% | -20.7% | +23.6% | +9.8% |
| YTD | -6.7% | -18.4% | +11.6% | -1.7% |
| 1Y | -10.1% | -8.1% | -2.0% | -10.1% |
| 3Y | +33.0% | -24.2% | +57.2% | +39.9% |
| All | -41.1% | -50.7% | +9.6% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling