+125.1%
HOOD vs D
+16.1%
+109.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.2% | -10.2% | -10.3% |
| 7D | -14.4% | +6.9% | -21.4% | -15.5% |
| 30D | -30.0% | +12.3% | -42.3% | -31.6% |
| 3M | -15.5% | +3.0% | -18.6% | -16.0% |
| 6M | +1.8% | +12.8% | -11.0% | -0.8% |
| YTD | -30.7% | +22.6% | -53.2% | -33.8% |
| 1Y | -45.0% | +21.7% | -66.6% | -47.4% |
| 3Y | +709.0% | +83.9% | +625.1% | +557.0% |
| 5Y | +111.8% | +14.0% | +97.8% | +98.9% |
| All | +125.1% | +16.1% | +109.0% | +169.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling