+417.4%
WDC vs DIS
-8.8%
+426.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.7% | +7.6% | +5.2% |
| 7D | +1.7% | -2.6% | +4.3% | +0.7% |
| 30D | -10.0% | +3.5% | -13.4% | -8.5% |
| 3M | -18.8% | +6.8% | -25.6% | -15.7% |
| 6M | +79.0% | +3.0% | +76.0% | +83.6% |
| YTD | +171.6% | -6.7% | +178.3% | +176.6% |
| 1Y | +417.4% | -10.1% | +427.5% | +426.4% |
| All | +417.4% | -8.8% | +426.1% | +426.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 1y: compounded portfolio wealth divided by compounded DIS 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…
1y analysis · Full analysis span regression · 6 months rolling