+10,587.0%
WMT vs DIS
+1,718.2%
+8,868.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.4% |
| 7D | -1.6% | +5.3% | -6.9% | -2.9% |
| 30D | +12.9% | +10.2% | +2.6% | +10.0% |
| 3M | +12.6% | +13.5% | -0.9% | +8.7% |
| 6M | -3.4% | +11.1% | -14.5% | -6.3% |
| YTD | +13.5% | +5.5% | +8.0% | +11.0% |
| 1Y | +23.5% | +9.1% | +14.4% | +19.4% |
| 3Y | +137.3% | +36.0% | +101.3% | +112.1% |
| 5Y | +167.9% | -29.8% | +197.8% | +180.1% |
| 10Y | +526.6% | +36.6% | +490.0% | +410.9% |
| All | +10,587.0% | +1,718.2% | +8,868.8% | +2,415.6% |
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