+433.7%
WMT vs DIS
+20.9%
+412.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | -0.2% | -3.5% | +3.3% | +0.4% |
| 30D | -5.8% | +1.0% | -6.8% | -6.0% |
| 3M | -10.8% | +5.7% | -16.5% | -11.7% |
| 6M | -14.3% | +3.3% | -17.6% | -15.0% |
| YTD | -4.4% | -7.7% | +3.3% | -3.5% |
| 1Y | +4.3% | -10.0% | +14.3% | +5.6% |
| 3Y | +100.1% | +31.7% | +68.4% | +85.8% |
| 5Y | +130.8% | -42.2% | +173.0% | +146.1% |
| 10Y | +433.7% | +22.3% | +411.4% | +352.8% |
| All | +433.7% | +20.9% | +412.8% | +352.8% |
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