+189.8%
HOOD vs DIS
-40.0%
+229.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -0.6% |
| 7D | +17.1% | -2.6% | +19.7% | +19.8% |
| 30D | +31.6% | +3.5% | +28.1% | +26.8% |
| 3M | +38.2% | +6.8% | +31.4% | +28.7% |
| 6M | +48.5% | +3.0% | +45.5% | +42.6% |
| YTD | +8.0% | -6.7% | +14.7% | +13.8% |
| 1Y | +18.7% | -10.1% | +28.7% | +28.9% |
| 3Y | +999.1% | +33.0% | +966.1% | +690.5% |
| All | +189.8% | -40.0% | +229.8% | +336.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling