+583.6%
WDC vs DIS
+35.1%
+548.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -28.0% | +5.2% | -33.2% | -30.0% |
| 30D | -34.9% | +11.5% | -46.4% | -38.8% |
| 3M | -41.6% | +11.5% | -53.1% | -45.6% |
| 6M | -45.4% | +8.9% | -54.2% | -49.5% |
| YTD | +53.3% | +3.4% | +49.9% | +44.0% |
| 1Y | +61.5% | +7.2% | +54.3% | +48.2% |
| 3Y | +712.3% | +43.3% | +669.0% | +493.8% |
| 5Y | +524.2% | -31.4% | +555.7% | +622.1% |
| All | +583.6% | +35.1% | +548.4% | +406.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling