+9,012.0%
WMT vs DIS
+1,507.4%
+7,504.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.7% |
| 7D | +3.9% | -2.6% | +6.5% | +4.6% |
| 30D | -4.4% | +3.5% | -7.9% | -5.4% |
| 3M | -8.8% | +6.8% | -15.6% | -10.5% |
| 6M | -15.6% | +3.0% | -18.6% | -16.6% |
| YTD | -3.2% | -6.7% | +3.5% | -2.2% |
| 1Y | +7.0% | -10.1% | +17.1% | +9.0% |
| 3Y | +105.3% | +33.0% | +72.3% | +84.1% |
| 5Y | +129.3% | -40.0% | +169.2% | +149.6% |
| 10Y | +423.9% | +21.1% | +402.9% | +341.3% |
| All | +9,012.0% | +1,507.4% | +7,504.5% | +2,117.5% |
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 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