+123.6%
HOOD vs DIS
-31.8%
+155.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.8% |
| 7D | -3.8% | +1.9% | -5.7% | -5.3% |
| 30D | -23.0% | +9.2% | -32.1% | -28.4% |
| 3M | -21.6% | +13.5% | -35.2% | -30.3% |
| 6M | +1.4% | +14.3% | -12.8% | -10.9% |
| YTD | -31.2% | +5.4% | -36.5% | -35.0% |
| 1Y | -35.9% | +12.2% | -48.1% | -43.0% |
| 3Y | +836.9% | +37.2% | +799.8% | +578.4% |
| 5Y | +121.1% | -23.1% | +144.3% | +154.4% |
| All | +123.6% | -31.8% | +155.4% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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