+1,458.7%
DIS vs PCG
+103.4%
+1,355.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.4% | -4.2% | -2.1% |
| 7D | -2.6% | -13.9% | +11.3% | -1.0% |
| 30D | +3.5% | -16.9% | +20.3% | +5.7% |
| 3M | +6.8% | -14.7% | +21.6% | +8.6% |
| 6M | +3.0% | -23.8% | +26.8% | +6.3% |
| YTD | -6.7% | -10.5% | +3.8% | -5.9% |
| 1Y | -10.1% | -5.1% | -5.0% | -10.2% |
| 3Y | +33.0% | -11.6% | +44.6% | +33.3% |
| 5Y | -40.0% | +59.0% | -99.0% | -44.7% |
| 10Y | +21.1% | -75.7% | +96.8% | +26.2% |
| All | +1,458.7% | +103.4% | +1,355.3% | +749.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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