+125.1%
HOOD vs DIS
-32.8%
+157.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -1.5% | -8.9% | -9.1% |
| 7D | -14.4% | +5.7% | -20.1% | -18.3% |
| 30D | -30.0% | +12.7% | -42.7% | -36.8% |
| 3M | -15.5% | +15.2% | -30.7% | -26.0% |
| 6M | +1.8% | +17.6% | -15.8% | -13.4% |
| YTD | -30.7% | +3.8% | -34.5% | -33.7% |
| 1Y | -45.0% | +6.8% | -51.8% | -48.9% |
| 3Y | +709.0% | +42.1% | +666.9% | +461.5% |
| 5Y | +111.8% | -31.2% | +143.0% | +142.4% |
| All | +125.1% | -32.8% | +157.9% | +164.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling