-40.1%
HOOD vs D
+16.4%
-56.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -5.1% | +2.4% | -7.5% | -4.8% |
| 30D | -25.4% | +10.9% | -36.3% | -24.5% |
| 3M | -14.0% | +2.8% | -16.8% | -13.3% |
| 6M | +5.6% | +12.7% | -7.1% | +7.3% |
| YTD | -28.1% | +20.3% | -48.4% | -25.6% |
| 1Y | -40.1% | +17.1% | -57.3% | -37.5% |
| All | -40.1% | +16.4% | -56.6% | -37.5% |
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