+10,577.7%
WMT vs DIS
+1,719.6%
+8,858.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +0.6% | +4.4% | -3.9% | -0.6% |
| 30D | +12.8% | +10.3% | +2.4% | +9.8% |
| 3M | +11.7% | +15.5% | -3.8% | +7.4% |
| 6M | -3.5% | +11.2% | -14.7% | -6.4% |
| YTD | +13.4% | +5.6% | +7.8% | +10.9% |
| 1Y | +23.6% | +7.7% | +15.9% | +20.0% |
| 3Y | +133.9% | +39.3% | +94.6% | +107.7% |
| 5Y | +170.1% | -29.5% | +199.6% | +182.0% |
| 10Y | +523.5% | +36.3% | +487.2% | +408.8% |
| All | +10,577.7% | +1,719.6% | +8,858.1% | +2,412.9% |
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