+1,075.1%
DIS vs WWD
+13,645.4%
-12,570.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.0% | +4.5% | +0.2% |
| 7D | +5.7% | -2.6% | +8.2% | +6.3% |
| 30D | +12.7% | -7.7% | +20.4% | +15.0% |
| 3M | +15.2% | -17.7% | +32.9% | +21.1% |
| 6M | +17.6% | -15.9% | +33.5% | +22.1% |
| YTD | +3.8% | +1.8% | +2.1% | +1.1% |
| 1Y | +6.8% | +17.4% | -10.6% | -0.6% |
| 3Y | +42.1% | +137.1% | -95.0% | +5.6% |
| 5Y | -31.2% | +162.4% | -193.6% | -50.8% |
| 10Y | +37.6% | +452.5% | -414.9% | -23.4% |
| All | +1,075.1% | +13,645.4% | -12,570.4% | +284.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling