-41.1%
DIS vs PAAS
+113.1%
-154.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.4% |
| 7D | -2.6% | -2.9% | +0.3% | -2.2% |
| 30D | +3.5% | +6.8% | -3.3% | +2.4% |
| 3M | +6.8% | -2.9% | +9.7% | +6.7% |
| 6M | +3.0% | -16.4% | +19.4% | +4.4% |
| YTD | -6.7% | 0.0% | -6.8% | -8.1% |
| 1Y | -10.1% | +54.3% | -64.4% | -16.9% |
| 3Y | +33.0% | +230.7% | -197.6% | +4.3% |
| All | -41.1% | +113.1% | -154.2% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 5y: compounded portfolio wealth divided by compounded PAAS 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…
5y analysis · Full analysis span regression · 6 months rolling