-38.7%
HOOD vs D
+16.2%
-54.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +2.9% |
| 7D | -0.6% | +0.8% | -1.4% | -0.6% |
| 30D | -23.6% | +10.7% | -34.3% | -22.7% |
| 3M | -10.7% | +2.3% | -13.0% | -10.1% |
| 6M | +8.2% | +12.5% | -4.3% | +9.9% |
| YTD | -26.3% | +20.1% | -46.4% | -23.8% |
| All | -38.7% | +16.2% | -54.9% | -36.0% |
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