+1,628.0%
DIS vs WY
+618.3%
+1,009.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.8% |
| 7D | +5.2% | +3.1% | +2.1% | +3.9% |
| 30D | +11.5% | +13.0% | -1.5% | +6.2% |
| 3M | +11.5% | -16.8% | +28.3% | +19.3% |
| 6M | +8.9% | -11.2% | +20.0% | +13.0% |
| YTD | +3.4% | -9.1% | +12.5% | +5.9% |
| 1Y | +7.2% | -4.8% | +11.9% | +7.7% |
| 3Y | +43.3% | -25.3% | +68.6% | +55.7% |
| 5Y | -31.4% | -33.2% | +1.7% | -22.5% |
| 10Y | +37.1% | +6.6% | +30.5% | +20.1% |
| All | +1,628.0% | +618.3% | +1,009.8% | +557.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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