+189.8%
HOOD vs D
+4.5%
+185.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.8% |
| 7D | +17.1% | +0.4% | +16.7% | +17.0% |
| 30D | +31.6% | -3.6% | +35.1% | +32.7% |
| 3M | +38.2% | -1.0% | +39.2% | +38.3% |
| 6M | +48.5% | +6.3% | +42.3% | +46.0% |
| YTD | +8.0% | +14.7% | -6.7% | +4.0% |
| 1Y | +18.7% | +16.9% | +1.7% | +13.4% |
| 3Y | +999.1% | +56.8% | +942.3% | +815.2% |
| All | +189.8% | +4.5% | +185.3% | +168.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling