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DASHBOARDS: Portfolio Hub Market Pulse Performance

DIS

Walt Disney Co
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for DIS (Walt Disney Co) using the Excess Return SMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -63.0% (compared to the benchmark's drawdown of -85.7%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 6.2%, compared to a Buy-and-Hold benchmark return of 8.8%. The strategy executed 82 total trades.

* Excess Return SMA: Advanced Single Moving Average model utilizing custom duration weighting and dynamic Stop Loss limits.

DIS Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR-17.29%-21.11%-10.52%-11.37%-1.15%0.56%6.16%8.76%
Sharpe Ratio-0.79-0.94-0.61-0.41-0.060.020.290.27
Max Drawdown-19.04%-23.70%-51.90%-57.33%-56.96%-60.72%-63.05%-85.66%
% Time Invested87.3%100.0%44.5%100.0%60.5%100.0%62.7%100.0%
Trades / Year1.00.01.80.01.40.01.50.0

Cumulative Growth Performance

Return Distribution Analysis

Return Distribution

Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
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2026-03-10 2026-04-01 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
2025-12-09 2026-03-10 Completed 100% $106.05 $100.98 -4.84% Stop
2025-11-14 2025-12-09 Interest (CASH) 100% $1.00 $1.00 0.24% Interest Income
2025-05-01 2025-11-14 Completed 100% $89.59 $105.99 18.25% Stop
2025-04-08 2025-05-01 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2025-04-03 2025-04-08 Completed 100% $92.77 $84.36 -9.10% Stop
2025-03-12 2025-04-03 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2024-10-03 2025-03-12 Completed 100% $91.48 $96.86 5.83% Stop
2023-06-26 2024-10-03 Interest (CASH) 100% $1.00 $1.07 6.98% Interest Income
2023-06-09 2023-06-26 Completed 100% $89.96 $85.36 -5.16% Stop
2022-06-15 2023-06-09 Interest (CASH) 100% $1.00 $1.04 3.96% Interest Income
2022-05-17 2022-06-15 Completed 100% $104.45 $91.73 -12.22% Stop
2022-04-25 2022-05-17 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2022-03-31 2022-04-25 Completed 100% $135.87 $114.08 -16.08% Stop
2022-03-09 2022-03-31 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income
2022-02-16 2022-03-09 Completed 100% $150.26 $131.37 -12.62% Stop
2022-01-25 2022-02-16 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2021-12-09 2022-01-25 Completed 100% $147.64 $131.17 -11.20% Stop
2021-11-16 2021-12-09 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2021-06-14 2021-11-16 Completed 100% $172.24 $154.22 -10.51% Stop
2021-05-20 2021-06-14 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2021-03-10 2021-05-20 Completed 100% $191.30 $164.06 -14.28% Stop
2020-11-18 2021-03-10 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2020-07-22 2020-11-18 Completed 100% $114.59 $140.10 22.20% Signal
2020-06-29 2020-07-22 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2020-03-19 2020-06-29 Completed 100% $85.32 $105.68 23.80% Stop
2020-02-26 2020-03-19 Interest (CASH) 100% $1.00 $1.00 0.04% Interest Income
2017-06-19 2020-02-26 Completed 100% $98.05 $122.28 24.65% Stop
2016-10-10 2017-06-19 Interest (CASH) 100% $1.00 $1.00 0.44% Interest Income
2016-01-29 2016-10-10 Completed 100% $86.18 $85.41 -0.94% Signal
2016-01-06 2016-01-29 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2015-09-15 2016-01-06 Completed 100% $93.84 $90.91 -3.18% Stop
2015-08-21 2015-09-15 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-10-27 2015-08-21 Completed 100% $30.56 $88.62 189.87% Stop
2011-10-05 2011-10-27 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-08-30 2011-10-05 Completed 100% $28.28 $25.91 -8.41% Stop
2011-08-08 2011-08-30 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-07-19 2011-08-08 Completed 100% $33.33 $29.08 -12.80% Stop
2011-06-24 2011-07-19 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2010-06-01 2011-06-24 Completed 100% $27.92 $32.37 15.87% Stop
2010-05-07 2010-06-01 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2010-02-25 2010-05-07 Completed 100% $26.08 $28.60 9.60% Stop
2009-09-02 2010-02-25 Interest (CASH) 100% $1.00 $1.00 0.04% Interest Income
2009-08-27 2009-09-02 Completed 100% $22.63 $21.40 -5.47% Stop
2008-06-18 2009-08-27 Interest (CASH) 100% $1.00 $1.01 0.65% Interest Income
2008-02-04 2008-06-18 Completed 100% $25.54 $27.12 6.13% Signal
2008-01-10 2008-02-04 Interest (CASH) 100% $1.00 $1.00 0.16% Interest Income
2006-10-05 2008-01-10 Completed 100% $24.71 $24.59 -0.52% Stop
2006-03-22 2006-10-05 Interest (CASH) 100% $1.00 $1.03 2.64% Interest Income
2005-07-25 2006-03-22 Completed 100% $20.33 $22.36 9.93% Signal
2005-06-30 2005-07-25 Interest (CASH) 100% $1.00 $1.00 0.20% Interest Income
2004-09-03 2005-06-30 Completed 100% $17.56 $20.22 15.10% Stop
2004-08-12 2004-09-03 Interest (CASH) 100% $1.00 $1.00 0.10% Interest Income
2004-05-21 2004-08-12 Completed 100% $18.10 $16.78 -7.37% Stop
2004-04-29 2004-05-21 Interest (CASH) 100% $1.00 $1.00 0.06% Interest Income
2003-11-13 2004-04-29 Completed 100% $18.09 $18.88 4.35% Stop
2001-07-13 2003-11-13 Interest (CASH) 100% $1.00 $1.04 3.73% Interest Income
2001-07-11 2001-07-13 Completed 100% $20.47 $20.86 1.87% Signal
2001-06-18 2001-07-11 Interest (CASH) 100% $1.00 $1.00 0.22% Interest Income
2001-04-04 2001-06-18 Completed 100% $20.47 $22.32 8.99% Stop
2001-03-13 2001-04-04 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2000-12-22 2001-03-13 Completed 100% $20.72 $20.78 0.21% Stop
2000-11-30 2000-12-22 Interest (CASH) 100% $1.00 $1.00 0.37% Interest Income
2000-11-09 2000-11-30 Completed 100% $25.13 $21.61 -14.04% Stop
2000-10-18 2000-11-09 Interest (CASH) 100% $1.00 $1.00 0.39% Interest Income
2000-06-28 2000-10-18 Completed 100% $30.01 $26.58 -11.45% Stop
1999-09-01 2000-06-28 Interest (CASH) 100% $1.00 $1.05 4.53% Interest Income
1999-08-20 1999-09-01 Completed 100% $21.89 $20.60 -5.98% Stop
1999-05-12 1999-08-20 Interest (CASH) 100% $1.00 $1.01 1.29% Interest Income
1999-04-26 1999-05-12 Completed 100% $25.65 $21.85 -14.87% Stop
1999-04-01 1999-04-26 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
1998-11-02 1999-04-01 Completed 100% $20.36 $23.10 13.38% Stop
1998-10-09 1998-11-02 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
1998-09-24 1998-10-09 Completed 100% $19.86 $17.44 -12.22% Stop
1998-09-01 1998-09-24 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
1998-08-27 1998-09-01 Completed 100% $24.07 $20.55 -14.66% Stop
1998-08-05 1998-08-27 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
1998-07-15 1998-08-05 Completed 100% $29.49 $24.30 -17.64% Stop
1998-06-22 1998-07-15 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1996-08-20 1998-06-22 Completed 100% $14.14 $26.52 87.44% Stop
1996-07-29 1996-08-20 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1996-05-29 1996-07-29 Completed 100% $15.12 $13.20 -12.75% Stop
1996-05-06 1996-05-29 Interest (CASH) 100% $1.00 $1.00 0.32% Interest Income
1995-02-10 1996-05-06 Completed 100% $12.67 $14.36 13.24% Stop
1995-01-10 1995-02-10 Interest (CASH) 100% $1.00 $1.01 0.53% Interest Income
1994-11-21 1995-01-10 Completed 100% $10.21 $11.07 8.38% Signal
1994-10-07 1994-11-21 Interest (CASH) 100% $1.00 $1.01 0.63% Interest Income
1994-05-11 1994-10-07 Completed 100% $9.96 $9.28 -6.93% Stop
1994-04-18 1994-05-11 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
1993-08-02 1994-04-18 Completed 100% $8.96 $9.79 9.27% Stop
1993-07-09 1993-08-02 Interest (CASH) 100% $1.00 $1.00 0.20% Interest Income
1993-05-17 1993-07-09 Completed 100% $9.39 $9.26 -1.49% Stop
1993-04-23 1993-05-17 Interest (CASH) 100% $1.00 $1.00 0.19% Interest Income
1992-07-17 1993-04-23 Completed 100% $8.61 $9.60 11.44% Stop
1992-06-24 1992-07-17 Interest (CASH) 100% $1.00 $1.00 0.21% Interest Income
1991-11-25 1992-06-24 Completed 100% $6.26 $8.33 33.01% Stop
1991-02-15 1991-11-25 Interest (CASH) 100% $1.00 $1.04 4.31% Interest Income
1990-10-15 1991-02-15 Completed 100% $5.31 $6.95 30.88% Signal
1990-09-21 1990-10-15 Interest (CASH) 100% $1.00 $1.00 0.46% Interest Income
1990-08-27 1990-09-21 Completed 100% $5.99 $5.22 -12.91% Stop
1990-08-03 1990-08-27 Interest (CASH) 100% $1.00 $1.00 0.47% Interest Income
1990-01-16 1990-08-03 Completed 100% $6.43 $6.44 0.07% Stop
1989-12-21 1990-01-16 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1989-11-08 1989-12-21 Completed 100% $7.14 $6.59 -7.73% Stop
1989-10-17 1989-11-08 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1989-01-31 1989-10-17 Completed 100% $4.36 $7.14 63.73% Stop
1988-09-14 1989-01-31 Interest (CASH) 100% $1.00 $1.03 2.91% Interest Income
1988-05-16 1988-09-14 Completed 100% $3.24 $3.71 14.44% Signal
1988-04-22 1988-05-16 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-03-03 1988-04-22 Completed 100% $3.60 $3.19 -11.53% Stop
1988-02-09 1988-03-03 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1987-11-09 1988-02-09 Completed 100% $3.08 $3.17 2.90% Stop
1987-10-16 1987-11-09 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1986-09-30 1987-10-16 Completed 100% $2.21 $4.02 81.42% Stop
1986-09-08 1986-09-30 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1986-08-07 1986-09-08 Completed 100% $2.60 $2.35 -9.71% Stop
1986-07-16 1986-08-07 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1985-04-22 1986-07-16 Completed 100% $1.13 $2.63 133.22% Stop
1984-03-13 1985-04-22 Interest (CASH) 100% $1.00 $1.09 8.74% Interest Income
1983-12-06 1984-03-13 Completed 100% $0.72 $0.74 3.81% Signal
1983-11-11 1983-12-06 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-09-19 1983-11-11 Completed 100% $0.84 $0.66 -21.25% Stop
1983-08-25 1983-09-19 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-06-29 1983-08-25 Completed 100% $0.91 $0.78 -14.24% Stop
1983-06-07 1983-06-29 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-02-02 1983-06-07 Completed 100% $0.90 $0.98 7.85% Stop
1982-03-31 1983-02-02 Interest (CASH) 100% $1.00 $1.07 6.61% Interest Income
1981-10-20 1982-03-31 Completed 100% $0.67 $0.70 4.51% Signal
1981-09-28 1981-10-20 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1981-08-10 1981-09-28 Completed 100% $0.69 $0.59 -15.56% Stop
1981-07-17 1981-08-10 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1980-11-05 1981-07-17 Completed 100% $0.58 $0.75 27.78% Stop
1980-10-13 1980-11-05 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1980-06-23 1980-10-13 Completed 100% $0.64 $0.60 -6.28% Stop
1979-06-12 1980-06-23 Interest (CASH) 100% $1.00 $1.08 8.12% Interest Income
1979-06-04 1979-06-12 Completed 100% $0.46 $0.48 5.40% Signal
1979-05-10 1979-06-04 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1979-03-13 1979-05-10 Completed 100% $0.51 $0.45 -10.54% Stop
1979-02-16 1979-03-13 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1978-04-24 1979-02-16 Completed 100% $0.50 $0.52 3.59% Stop
1977-01-28 1978-04-24 Interest (CASH) 100% $1.00 $1.10 9.72% Interest Income
1976-11-03 1977-01-28 Completed 100% $0.59 $0.55 -7.87% Stop
1976-10-11 1976-11-03 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1976-09-14 1976-10-11 Completed 100% $0.65 $0.58 -10.73% Stop
1976-08-20 1976-09-14 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1976-05-26 1976-08-20 Completed 100% $0.69 $0.63 -8.20% Stop
1976-05-04 1976-05-26 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1975-10-29 1976-05-04 Completed 100% $0.65 $0.71 9.13% Stop
1975-04-24 1975-10-29 Interest (CASH) 100% $1.00 $1.04 4.00% Interest Income
1975-04-04 1975-04-24 Completed 100% $0.63 $0.59 -6.57% Stop
1973-11-21 1975-04-04 Interest (CASH) 100% $1.00 $1.11 10.84% Interest Income
1973-11-12 1973-11-21 Completed 100% $0.76 $0.62 -18.46% Stop
1973-10-19 1973-11-12 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1973-09-17 1973-10-19 Completed 100% $1.10 $0.93 -15.10% Stop
1973-08-23 1973-09-17 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1973-07-17 1973-08-23 Completed 100% $1.19 $1.07 -9.96% Stop
1973-06-22 1973-07-17 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1973-04-16 1973-06-22 Completed 100% $1.21 $1.07 -11.57% Stop
1973-03-23 1973-04-16 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1973-02-20 1973-03-23 Completed 100% $1.29 $1.19 -8.11% Stop
1973-01-26 1973-02-20 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1972-11-03 1973-01-26 Completed 100% $1.29 $1.40 8.17% Stop
1972-10-12 1972-11-03 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1972-03-13 1972-10-12 Completed 100% $0.99 $1.11 12.19% Stop
1972-03-09 1972-03-13 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income