+132.4%
HOOD vs DIS
-33.0%
+165.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.6% |
| 7D | -4.8% | +5.2% | -10.0% | -8.8% |
| 30D | -26.1% | +11.5% | -37.6% | -32.7% |
| 3M | -10.8% | +11.5% | -22.3% | -19.5% |
| 6M | +2.4% | +8.9% | -6.5% | -6.5% |
| YTD | -28.5% | +3.4% | -31.9% | -31.4% |
| 1Y | -36.3% | +7.2% | -43.5% | -41.1% |
| 3Y | +743.7% | +43.3% | +700.4% | +480.6% |
| 5Y | +118.6% | -31.4% | +150.1% | +151.1% |
| All | +132.4% | -33.0% | +165.4% | +174.2% |
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