+950.7%
HOOD vs DIS
+39.9%
+910.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.0% | +0.9% | +1.4% |
| 7D | -0.6% | +5.3% | -5.9% | -4.4% |
| 30D | -23.6% | +10.2% | -33.8% | -29.0% |
| 3M | -10.7% | +13.5% | -24.2% | -19.6% |
| 6M | +8.2% | +11.1% | -3.0% | -1.5% |
| YTD | -26.3% | +5.5% | -31.8% | -29.8% |
| 1Y | -36.1% | +9.1% | -45.2% | -40.9% |
| 3Y | +950.7% | +36.0% | +914.7% | +789.2% |
| All | +950.7% | +39.9% | +910.8% | +789.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling