+534.7%
WMT vs DIS
+31.5%
+503.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.6% |
| 7D | -1.2% | +0.9% | -2.1% | -1.4% |
| 30D | +12.4% | +8.9% | +3.5% | +10.7% |
| 3M | +9.0% | +14.5% | -5.5% | +6.4% |
| 6M | -3.0% | +12.2% | -15.2% | -5.1% |
| YTD | +14.0% | +4.7% | +9.3% | +12.5% |
| 1Y | +23.0% | +2.8% | +20.2% | +21.7% |
| 3Y | +135.1% | +38.1% | +96.9% | +117.0% |
| 5Y | +172.7% | -23.6% | +196.4% | +176.3% |
| All | +534.7% | +31.5% | +503.2% | +462.8% |
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