+88.5%
WDC vs DIS
+10.8%
+77.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.6% | -5.6% | -4.7% |
| 7D | +12.1% | +1.9% | +10.2% | +13.1% |
| 30D | -18.8% | +9.2% | -28.0% | -14.5% |
| 3M | -39.3% | +13.5% | -52.8% | -34.3% |
| 6M | -40.1% | +14.3% | -54.4% | -32.5% |
| YTD | +71.8% | +5.4% | +66.4% | +87.1% |
| 1Y | +88.5% | +12.2% | +76.3% | +99.5% |
| All | +88.5% | +10.8% | +77.6% | +99.5% |
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