+717.4%
HOOD vs D
+82.3%
+635.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.2% | -10.2% | -10.3% |
| 7D | -14.4% | +6.9% | -21.4% | -14.5% |
| 30D | -30.0% | +12.3% | -42.3% | -30.1% |
| 3M | -15.5% | +3.0% | -18.6% | -15.4% |
| 6M | +1.8% | +12.8% | -11.0% | +1.6% |
| YTD | -30.7% | +22.6% | -53.2% | -31.0% |
| 1Y | -45.0% | +21.7% | -66.6% | -45.2% |
| All | +717.4% | +82.3% | +635.2% | +621.2% |
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