DIS
Walt Disney Co (The)
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
DIS Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -1.66% | 12.35% | 0.31% | -10.97% | 4.31% | 0.63% | 9.56% | 8.91% |
| Sharpe Ratio | -0.12 | 0.46 | 0.02 | -0.40 | 0.25 | 0.02 | 0.48 | 0.27 |
| Max Drawdown | -13.54% | -24.97% | -35.87% | -57.36% | -35.87% | -60.72% | -52.71% | -85.66% |
| % Time Invested | 42.5% | 100.0% | 31.8% | 100.0% | 47.3% | 100.0% | 56.6% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 2.2 | 0.0 | 1.5 | 0.0 | 1.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-12-12 | Open | Interest | 100% | $1.00 | $1.00 | 1.55% | Mark-to-Market |
| 2025-12-09 | 2025-12-12 | Completed | 100% | $106.87 | $110.98 | 3.85% | Signal |
| 2025-11-14 | 2025-12-09 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-06-23 | 2025-11-14 | Completed | 100% | $115.38 | $106.80 | -7.44% | Stop |
| 2025-05-19 | 2025-06-23 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2025-05-15 | 2025-05-19 | Completed | 100% | $111.00 | $110.89 | -0.10% | Signal |
| 2025-04-23 | 2025-05-15 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-04 | 2025-04-23 | Completed | 100% | $85.06 | $88.06 | 3.52% | Signal |
| 2025-03-13 | 2025-04-04 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-12-12 | 2025-03-13 | Completed | 100% | $112.94 | $96.70 | -14.38% | Stop |
| 2024-11-19 | 2024-12-12 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-11-14 | 2024-11-19 | Completed | 100% | $108.64 | $110.34 | 1.56% | Signal |
| 2024-07-26 | 2024-11-14 | Interest | 100% | $1.00 | $1.01 | 1.21% | Interest Income |
| 2024-05-31 | 2024-07-26 | Completed | 100% | $99.51 | $88.62 | -10.94% | Signal |
| 2024-05-08 | 2024-05-31 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-01-04 | 2024-05-08 | Completed | 100% | $90.12 | $102.82 | 14.10% | Stop |
| 2023-06-13 | 2024-01-04 | Interest | 100% | $1.00 | $1.02 | 2.35% | Interest Income |
| 2023-06-09 | 2023-06-13 | Completed | 100% | $90.65 | $91.95 | 1.44% | Signal |
| 2023-04-13 | 2023-06-09 | Interest | 100% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2023-03-13 | 2023-04-13 | Completed | 100% | $89.78 | $96.24 | 7.20% | Signal |
| 2021-08-31 | 2023-03-13 | Interest | 100% | $1.00 | $1.04 | 4.17% | Interest Income |
| 2021-06-09 | 2021-08-31 | Completed | 100% | $172.25 | $175.13 | 1.67% | Signal |
| 2021-05-17 | 2021-06-09 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-09-10 | 2021-05-17 | Completed | 100% | $130.51 | $168.73 | 29.29% | Stop |
| 2020-02-26 | 2020-09-10 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2018-07-12 | 2020-02-26 | Completed | 100% | $103.49 | $123.22 | 19.07% | Stop |
| 2018-04-13 | 2018-07-12 | Interest | 100% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2018-01-08 | 2018-04-13 | Completed | 100% | $105.36 | $95.96 | -8.92% | Signal |
| 2017-08-09 | 2018-01-08 | Interest | 100% | $1.00 | $1.01 | 0.95% | Interest Income |
| 2016-12-22 | 2017-08-09 | Completed | 100% | $98.20 | $94.92 | -3.34% | Signal |
| 2016-01-06 | 2016-12-22 | Interest | 100% | $1.00 | $1.02 | 1.76% | Interest Income |
| 2015-11-20 | 2016-01-06 | Completed | 100% | $109.09 | $91.60 | -16.03% | Stop |
| 2015-10-07 | 2015-11-20 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2015-09-15 | 2015-10-07 | Completed | 100% | $94.56 | $95.70 | 1.20% | Signal |
| 2015-08-21 | 2015-09-15 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-01-24 | 2015-08-21 | Completed | 100% | $34.14 | $89.30 | 161.55% | Stop |
| 2011-07-28 | 2012-01-24 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2011-07-19 | 2011-07-28 | Completed | 100% | $33.59 | $33.95 | 1.08% | Signal |
| 2011-06-24 | 2011-07-19 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2010-06-01 | 2011-06-24 | Completed | 100% | $28.13 | $32.61 | 15.92% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-17 | 2010-05-07 | Completed | 100% | $19.71 | $28.81 | 46.18% | Stop |
| 2008-10-07 | 2009-06-17 | Interest | 100% | $1.00 | $1.02 | 2.11% | Interest Income |
| 2008-09-26 | 2008-10-07 | Completed | 100% | $26.47 | $23.05 | -12.93% | Stop |
| 2008-07-09 | 2008-09-26 | Interest | 100% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2008-05-30 | 2008-07-09 | Completed | 100% | $28.16 | $24.83 | -11.83% | Stop |
| 2007-11-15 | 2008-05-30 | Interest | 100% | $1.00 | $1.02 | 2.00% | Interest Income |
| 2007-11-02 | 2007-11-15 | Completed | 100% | $28.09 | $26.08 | -7.18% | Signal |
| 2007-08-17 | 2007-11-02 | Interest | 100% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2006-02-16 | 2007-08-17 | Completed | 100% | $21.57 | $27.37 | 26.93% | Signal |
| 2006-01-19 | 2006-02-16 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2006-01-17 | 2006-01-19 | Completed | 100% | $20.71 | $19.97 | -3.56% | Signal |
| 2005-06-30 | 2006-01-17 | Interest | 100% | $1.00 | $1.02 | 2.34% | Interest Income |
| 2004-12-02 | 2005-06-30 | Completed | 100% | $21.76 | $20.37 | -6.40% | Stop |
| 2004-11-09 | 2004-12-02 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2004-11-05 | 2004-11-09 | Completed | 100% | $20.69 | $20.44 | -1.22% | Signal |
| 2004-10-14 | 2004-11-05 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2004-10-12 | 2004-10-14 | Completed | 100% | $19.38 | $19.66 | 1.46% | Signal |
| 2004-08-09 | 2004-10-12 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2004-05-21 | 2004-08-09 | Completed | 100% | $18.24 | $17.29 | -5.22% | Signal |
| 2004-04-29 | 2004-05-21 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2003-04-07 | 2004-04-29 | Completed | 100% | $14.02 | $19.03 | 35.72% | Stop |
| 2002-07-16 | 2003-04-07 | Interest | 100% | $1.00 | $1.03 | 2.91% | Interest Income |
| 2002-07-02 | 2002-07-16 | Completed | 100% | $13.98 | $13.27 | -5.06% | Signal |
| 2002-06-10 | 2002-07-02 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2002-04-02 | 2002-06-10 | Completed | 100% | $17.54 | $16.73 | -4.61% | Stop |
| 2000-10-18 | 2002-04-02 | Interest | 100% | $1.00 | $1.07 | 7.37% | Interest Income |
| 2000-08-01 | 2000-10-18 | Completed | 100% | $29.48 | $26.79 | -9.13% | Stop |
| 2000-07-10 | 2000-08-01 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2000-03-21 | 2000-07-10 | Completed | 100% | $29.81 | $28.73 | -3.65% | Stop |
| 2000-02-28 | 2000-03-21 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2000-01-18 | 2000-02-28 | Completed | 100% | $25.37 | $24.19 | -4.66% | Stop |
| 1999-08-25 | 2000-01-18 | Interest | 100% | $1.00 | $1.02 | 2.39% | Interest Income |
| 1999-08-20 | 1999-08-25 | Completed | 100% | $22.06 | $22.30 | 1.06% | Signal |
| 1999-06-22 | 1999-08-20 | Interest | 100% | $1.00 | $1.01 | 0.96% | Interest Income |
| 1999-04-29 | 1999-06-22 | Completed | 100% | $23.98 | $22.95 | -4.29% | Signal |
| 1999-04-07 | 1999-04-29 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 1999-02-12 | 1999-04-07 | Completed | 100% | $26.32 | $22.90 | -12.97% | Stop |
| 1998-08-31 | 1999-02-12 | Interest | 100% | $1.00 | $1.02 | 2.11% | Interest Income |
| 1998-08-27 | 1998-08-31 | Completed | 100% | $24.26 | $22.86 | -5.77% | Signal |
| 1998-08-05 | 1998-08-27 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1998-07-15 | 1998-08-05 | Completed | 100% | $29.72 | $24.49 | -17.60% | Stop |
| 1998-06-22 | 1998-07-15 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1996-10-28 | 1998-06-22 | Completed | 100% | $16.30 | $26.72 | 63.89% | Stop |
| 1996-07-10 | 1996-10-28 | Interest | 100% | $1.00 | $1.02 | 2.00% | Interest Income |
| 1996-05-29 | 1996-07-10 | Completed | 100% | $15.23 | $14.13 | -7.27% | Signal |
| 1996-05-06 | 1996-05-29 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1994-12-29 | 1996-05-06 | Completed | 100% | $11.32 | $14.47 | 27.79% | Stop |
| 1994-06-03 | 1994-12-29 | Interest | 100% | $1.00 | $1.04 | 4.26% | Interest Income |
| 1994-05-11 | 1994-06-03 | Completed | 100% | $10.04 | $10.61 | 5.72% | Signal |
| 1994-04-18 | 1994-05-11 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1993-12-13 | 1994-04-18 | Completed | 100% | $10.13 | $9.87 | -2.55% | Stop |
| 1993-07-09 | 1993-12-13 | Interest | 100% | $1.00 | $1.02 | 2.38% | Interest Income |
| 1993-05-17 | 1993-07-09 | Completed | 100% | $9.46 | $9.33 | -1.44% | Stop |
| 1993-04-23 | 1993-05-17 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1992-11-10 | 1993-04-23 | Completed | 100% | $9.86 | $9.68 | -1.87% | Stop |
| 1992-09-29 | 1992-11-10 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
| 1992-07-17 | 1992-09-29 | Completed | 100% | $8.68 | $8.74 | 0.69% | Signal |
| 1992-06-24 | 1992-07-17 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 1992-01-31 | 1992-06-24 | Completed | 100% | $8.28 | $8.40 | 1.40% | Stop |
| 1991-10-15 | 1992-01-31 | Interest | 100% | $1.00 | $1.02 | 2.10% | Interest Income |
| 1991-03-04 | 1991-10-15 | Completed | 100% | $7.35 | $6.88 | -6.34% | Signal |
| 1991-02-07 | 1991-03-04 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 1991-02-05 | 1991-02-07 | Completed | 100% | $6.90 | $7.03 | 1.83% | Signal |
| 1990-09-06 | 1991-02-05 | Interest | 100% | $1.00 | $1.03 | 3.42% | Interest Income |
| 1990-08-27 | 1990-09-06 | Completed | 100% | $6.03 | $6.05 | 0.37% | Signal |
| 1990-08-03 | 1990-08-27 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 1990-06-19 | 1990-08-03 | Completed | 100% | $7.51 | $6.49 | -13.57% | Stop |
| 1990-02-23 | 1990-06-19 | Interest | 100% | $1.00 | $1.03 | 2.67% | Interest Income |
| 1990-01-16 | 1990-02-23 | Completed | 100% | $6.48 | $6.28 | -3.19% | Signal |
| 1989-12-21 | 1990-01-16 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-11-08 | 1989-12-21 | Completed | 100% | $7.19 | $6.64 | -7.68% | Stop |
| 1989-10-17 | 1989-11-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1988-07-07 | 1989-10-17 | Completed | 100% | $3.73 | $7.19 | 92.98% | Stop |
| 1987-11-13 | 1988-07-07 | Interest | 100% | $1.00 | $1.05 | 5.03% | Interest Income |
| 1987-11-09 | 1987-11-13 | Completed | 100% | $3.10 | $3.09 | -0.47% | Signal |
| 1987-10-16 | 1987-11-09 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1987-01-21 | 1987-10-16 | Completed | 100% | $3.03 | $4.05 | 33.82% | Stop |
| 1986-10-24 | 1987-01-21 | Interest | 100% | $1.00 | $1.02 | 1.84% | Interest Income |
| 1986-09-30 | 1986-10-24 | Completed | 100% | $2.23 | $2.54 | 13.96% | Signal |
| 1986-09-08 | 1986-09-30 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-08-07 | 1986-09-08 | Completed | 100% | $2.62 | $2.36 | -9.67% | Stop |
| 1986-07-16 | 1986-08-07 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-10-30 | 1986-07-16 | Completed | 100% | $0.81 | $2.65 | 228.00% | Stop |
| 1984-10-08 | 1984-10-30 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-09-20 | 1984-10-08 | Completed | 100% | $0.89 | $0.77 | -13.49% | Stop |
| 1984-07-20 | 1984-09-20 | Interest | 100% | $1.00 | $1.01 | 1.31% | Interest Income |
| 1984-07-05 | 1984-07-20 | Completed | 100% | $0.64 | $0.75 | 16.71% | Signal |
| 1984-06-12 | 1984-07-05 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1984-04-18 | 1984-06-12 | Completed | 100% | $0.87 | $0.72 | -16.79% | Stop |
| 1983-07-21 | 1984-04-18 | Interest | 100% | $1.00 | $1.06 | 5.90% | Interest Income |
| 1983-06-29 | 1983-07-21 | Completed | 100% | $0.92 | $0.89 | -3.31% | Signal |
| 1983-06-07 | 1983-06-29 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-08-23 | 1983-06-07 | Completed | 100% | $0.74 | $0.98 | 31.97% | Stop |
| 1982-07-30 | 1982-08-23 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1982-04-16 | 1982-07-30 | Completed | 100% | $0.77 | $0.69 | -10.64% | Stop |
| 1981-09-02 | 1982-04-16 | Interest | 100% | $1.00 | $1.05 | 4.84% | Interest Income |
| 1981-08-10 | 1981-09-02 | Completed | 100% | $0.70 | $0.68 | -2.15% | Signal |
| 1981-07-17 | 1981-08-10 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1981-01-13 | 1981-07-17 | Completed | 100% | $0.70 | $0.75 | 6.64% | Stop |
| 1980-10-13 | 1981-01-13 | Interest | 100% | $1.00 | $1.02 | 1.90% | Interest Income |
| 1980-04-22 | 1980-10-13 | Completed | 100% | $0.58 | $0.60 | 3.14% | Stop |
| 1980-03-28 | 1980-04-22 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1979-09-10 | 1980-03-28 | Completed | 100% | $0.54 | $0.56 | 4.35% | Stop |
| 1979-05-24 | 1979-09-10 | Interest | 100% | $1.00 | $1.02 | 2.27% | Interest Income |
| 1979-05-22 | 1979-05-24 | Completed | 100% | $0.48 | $0.45 | -5.26% | Stop |
| 1978-12-07 | 1979-05-22 | Interest | 100% | $1.00 | $1.04 | 3.52% | Interest Income |
| 1978-11-15 | 1978-12-07 | Completed | 100% | $0.49 | $0.53 | 8.90% | Signal |
| 1978-10-24 | 1978-11-15 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1978-06-06 | 1978-10-24 | Completed | 100% | $0.59 | $0.52 | -10.54% | Stop |
| 1978-04-26 | 1978-06-06 | Interest | 100% | $1.00 | $1.01 | 0.85% | Interest Income |
| 1978-04-24 | 1978-04-26 | Completed | 100% | $0.50 | $0.52 | 3.64% | Signal |
| 1978-02-13 | 1978-04-24 | Interest | 100% | $1.00 | $1.01 | 1.47% | Interest Income |
| 1978-02-02 | 1978-02-13 | Completed | 100% | $0.45 | $0.45 | 1.50% | Signal |
| 1978-01-11 | 1978-02-02 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1977-11-17 | 1978-01-11 | Completed | 100% | $0.54 | $0.49 | -9.60% | Stop |
| 1977-10-26 | 1977-11-17 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1977-09-28 | 1977-10-26 | Completed | 100% | $0.53 | $0.46 | -11.75% | Stop |
| 1976-07-16 | 1977-09-28 | Interest | 100% | $1.00 | $1.10 | 9.62% | Interest Income |
| 1976-05-26 | 1976-07-16 | Completed | 100% | $0.70 | $0.70 | 0.72% | Signal |
| 1976-05-04 | 1976-05-26 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-11-05 | 1976-05-04 | Completed | 100% | $0.66 | $0.71 | 8.91% | Stop |
| 1975-10-14 | 1975-11-05 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-08-18 | 1975-10-14 | Completed | 100% | $0.56 | $0.65 | 14.79% | Signal |
| 1975-07-25 | 1975-08-18 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1975-03-10 | 1975-07-25 | Completed | 100% | $0.61 | $0.62 | 2.20% | Stop |
| 1973-03-23 | 1975-03-10 | Interest | 100% | $1.00 | $1.16 | 16.19% | Interest Income |
| 1973-02-20 | 1973-03-23 | Completed | 100% | $1.30 | $1.20 | -8.07% | Stop |
| 1973-01-26 | 1973-02-20 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1972-11-03 | 1973-01-26 | Completed | 100% | $1.30 | $1.41 | 8.23% | Stop |
| 1972-10-12 | 1972-11-03 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1972-03-13 | 1972-10-12 | Completed | 100% | $1.00 | $1.12 | 12.25% | Stop |
| 1972-03-09 | 1972-03-13 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
