+36.3%
DIS vs PWR
+1,818.7%
-1,782.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.4% |
| 7D | +4.4% | -11.2% | +15.6% | +7.0% |
| 30D | +10.3% | -17.4% | +27.7% | +14.9% |
| 3M | +15.5% | -11.7% | +27.3% | +17.4% |
| 6M | +11.2% | -21.7% | +32.9% | +15.4% |
| YTD | +5.6% | +38.3% | -32.7% | -10.5% |
| 1Y | +7.7% | +29.6% | -21.8% | -6.8% |
| 3Y | +39.3% | +236.1% | -196.9% | -19.5% |
| 5Y | -29.5% | +406.3% | -435.9% | -66.6% |
| 10Y | +36.3% | +1,796.7% | -1,760.5% | -64.7% |
| All | +36.3% | +1,818.7% | -1,782.5% | -64.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling