+955.7%
DIS vs WWD
+15,408.5%
-14,452.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.0% |
| 7D | -2.6% | +1.3% | -3.9% | -3.0% |
| 30D | +3.5% | -7.2% | +10.7% | +5.5% |
| 3M | +6.8% | -3.8% | +10.7% | +7.2% |
| 6M | +3.0% | -9.9% | +12.9% | +4.8% |
| YTD | -6.7% | +14.8% | -21.5% | -11.9% |
| 1Y | -10.1% | +42.1% | -52.2% | -20.6% |
| 3Y | +33.0% | +170.8% | -137.8% | -4.5% |
| 5Y | -40.0% | +197.5% | -237.5% | -58.5% |
| 10Y | +21.1% | +477.8% | -456.8% | -33.4% |
| All | +955.7% | +15,408.5% | -14,452.8% | +235.0% |
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