-40.1%
HOOD vs DIS
+8.8%
-49.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -5.1% | +4.4% | -9.5% | -7.3% |
| 30D | -25.4% | +10.3% | -35.7% | -29.4% |
| 3M | -14.0% | +15.5% | -29.5% | -21.4% |
| 6M | +5.6% | +11.2% | -5.6% | -0.6% |
| YTD | -28.1% | +5.6% | -33.7% | -30.7% |
| 1Y | -40.1% | +7.7% | -47.9% | -42.5% |
| All | -40.1% | +8.8% | -49.0% | -42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling