+11,850.9%
WDC vs DIS
+1,704.6%
+10,146.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | 0.0% |
| 7D | +16.3% | +0.9% | +15.4% | +15.9% |
| 30D | -18.3% | +8.9% | -27.1% | -22.1% |
| 3M | -31.4% | +14.5% | -46.0% | -37.0% |
| 6M | -36.3% | +12.2% | -48.5% | -41.9% |
| YTD | +80.8% | +4.7% | +76.1% | +68.6% |
| 1Y | +87.7% | +2.8% | +84.9% | +76.7% |
| 3Y | +819.4% | +38.1% | +781.3% | +616.8% |
| 5Y | +583.2% | -23.6% | +606.8% | +628.6% |
| 10Y | +689.8% | +31.4% | +658.4% | +510.0% |
| All | +11,850.9% | +1,704.6% | +10,146.3% | +2,055.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling