+743.7%
HOOD vs D
+79.5%
+664.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.5% | +4.7% | +3.2% |
| 7D | -4.8% | +3.0% | -7.8% | -4.8% |
| 30D | -26.1% | +11.5% | -37.6% | -26.2% |
| 3M | -10.8% | +3.7% | -14.5% | -10.7% |
| 6M | +2.4% | +13.5% | -11.2% | +2.2% |
| YTD | -28.5% | +20.7% | -49.2% | -28.8% |
| 1Y | -36.3% | +18.2% | -54.6% | -36.5% |
| 3Y | +743.7% | +73.3% | +670.4% | +644.4% |
| All | +743.7% | +79.5% | +664.2% | +644.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling