+37.2%
DIS vs PWR
+247.1%
-209.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | +1.9% | +11.3% | -9.4% | +1.1% |
| 30D | +9.2% | -8.9% | +18.0% | +9.6% |
| 3M | +13.5% | -10.5% | +24.0% | +14.0% |
| 6M | +14.3% | -22.2% | +36.4% | +16.9% |
| YTD | +5.4% | +42.7% | -37.4% | -3.9% |
| 1Y | +12.2% | +41.1% | -29.0% | +2.4% |
| 3Y | +37.2% | +242.7% | -205.6% | -1.5% |
| All | +37.2% | +247.1% | -209.9% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling