+1,221.5%
WDC vs DIS
+21.6%
+1,199.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.7% | +7.6% | +6.8% |
| 7D | +1.7% | -2.6% | +4.3% | +3.1% |
| 30D | -10.0% | +3.5% | -13.4% | -12.4% |
| 3M | -18.8% | +6.8% | -25.6% | -23.6% |
| 6M | +79.0% | +3.0% | +76.0% | +71.2% |
| YTD | +171.6% | -6.7% | +178.3% | +171.8% |
| 1Y | +417.4% | -10.1% | +427.5% | +426.8% |
| 3Y | +1,251.8% | +33.0% | +1,218.7% | +928.8% |
| 5Y | +911.7% | -40.0% | +951.7% | +1,170.6% |
| All | +1,221.5% | +21.6% | +1,199.9% | +834.4% |
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 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