+8.3%
DIS vs PWR
+31.4%
-23.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -11.7% | +15.8% | +3.2% |
| 7D | +9.1% | -4.4% | +13.4% | +8.7% |
| 30D | +14.8% | -15.1% | +29.9% | +13.7% |
| 3M | +21.2% | -16.2% | +37.4% | +20.1% |
| 6M | +18.3% | -23.3% | +41.7% | +18.7% |
| YTD | +5.4% | +37.6% | -32.3% | -0.5% |
| 1Y | +8.3% | +32.4% | -24.1% | +2.3% |
| All | +8.3% | +31.4% | -23.2% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling