+332.4%
DIS vs PWR
+6,979.4%
-6,647.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -12.3% | +10.8% | +1.0% |
| 7D | +5.7% | -19.9% | +25.5% | +9.9% |
| 30D | +12.7% | -29.3% | +41.9% | +19.8% |
| 3M | +15.2% | -25.5% | +40.7% | +20.7% |
| 6M | +17.6% | -34.0% | +51.6% | +24.9% |
| YTD | +3.8% | +20.7% | -16.9% | -3.3% |
| 1Y | +6.8% | +12.3% | -5.5% | +0.8% |
| 3Y | +42.1% | +201.9% | -159.8% | +6.9% |
| 5Y | -31.2% | +336.8% | -367.9% | -52.5% |
| 10Y | +37.6% | +1,748.9% | -1,711.2% | -30.1% |
| All | +332.4% | +6,979.4% | -6,647.0% | +45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling