-42.2%
DIS vs PNR
-20.5%
-21.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.0% | 0.0% |
| 7D | -3.5% | -3.9% | +0.4% | -1.9% |
| 30D | +1.0% | -13.8% | +14.8% | +7.6% |
| 3M | +5.7% | -22.5% | +28.2% | +16.6% |
| 6M | +3.3% | -37.2% | +40.4% | +24.9% |
| YTD | -7.7% | -44.2% | +36.5% | +17.4% |
| 1Y | -10.0% | -46.6% | +36.7% | +16.9% |
| 3Y | +31.7% | -12.5% | +44.2% | +29.6% |
| 5Y | -42.2% | -19.3% | -22.9% | -46.7% |
| All | -42.2% | -20.5% | -21.7% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 2021-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PNR 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling