+1,442.0%
DIS vs PPL
+2,061.4%
-619.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.3% |
| 7D | -3.5% | 0.0% | -3.5% | -3.5% |
| 30D | +1.0% | -1.3% | +2.2% | +1.4% |
| 3M | +5.7% | -2.6% | +8.3% | +6.6% |
| 6M | +3.3% | -8.4% | +11.7% | +6.2% |
| YTD | -7.7% | +0.2% | -7.9% | -8.3% |
| 1Y | -10.0% | -0.2% | -9.7% | -10.4% |
| 3Y | +31.7% | +52.9% | -21.2% | +10.7% |
| 5Y | -42.2% | +36.8% | -79.0% | -49.5% |
| 10Y | +22.3% | +57.6% | -35.2% | -1.7% |
| All | +1,442.0% | +2,061.4% | -619.4% | +436.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded PPL 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling