+36.6%
DIS vs WWD
+494.7%
-458.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.9% | -2.9% | +0.3% |
| 7D | +5.3% | +4.2% | +1.1% | +3.6% |
| 30D | +10.2% | -0.8% | +11.0% | +10.1% |
| 3M | +13.5% | -8.2% | +21.7% | +16.2% |
| 6M | +11.1% | -9.8% | +21.0% | +13.4% |
| YTD | +5.5% | +10.4% | -4.9% | -1.7% |
| 1Y | +9.1% | +25.5% | -16.3% | -3.7% |
| 3Y | +36.0% | +155.8% | -119.8% | -13.3% |
| 5Y | -29.8% | +187.3% | -217.2% | -58.3% |
| 10Y | +36.6% | +462.7% | -426.1% | -34.6% |
| All | +36.6% | +494.7% | -458.1% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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