+653.4%
WDC vs DIS
+40.1%
+613.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.0% | +7.8% | +8.8% |
| 7D | -14.4% | +5.3% | -19.7% | -16.7% |
| 30D | -27.1% | +10.2% | -37.3% | -30.9% |
| 3M | -33.3% | +13.5% | -46.8% | -38.4% |
| 6M | -39.6% | +11.1% | -50.7% | -44.7% |
| YTD | +68.4% | +5.5% | +62.9% | +56.7% |
| 1Y | +78.2% | +9.1% | +69.0% | +62.0% |
| 3Y | +772.0% | +36.0% | +736.0% | +563.2% |
| 5Y | +584.9% | -29.8% | +614.7% | +683.1% |
| 10Y | +653.4% | +36.6% | +616.8% | +450.7% |
| All | +653.4% | +40.1% | +613.4% | +450.7% |
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