+18.7%
HOOD vs D
+15.7%
+3.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -2.2% |
| 7D | +17.1% | +0.4% | +16.7% | +17.2% |
| 30D | +31.6% | -3.6% | +35.1% | +30.9% |
| 3M | +38.2% | -1.0% | +39.2% | +37.9% |
| 6M | +48.5% | +6.3% | +42.3% | +49.4% |
| YTD | +8.0% | +14.7% | -6.7% | +12.1% |
| 1Y | +18.7% | +16.9% | +1.7% | +26.5% |
| All | +18.7% | +15.7% | +3.0% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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