+250.7%
HOOD vs D
+9.8%
+240.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.8% |
| 7D | +17.1% | +0.4% | +16.7% | +17.1% |
| 30D | +31.6% | -3.6% | +35.1% | +32.5% |
| 3M | +38.2% | -1.0% | +39.2% | +38.3% |
| 6M | +48.5% | +6.3% | +42.3% | +46.3% |
| YTD | +8.0% | +14.7% | -6.7% | +4.5% |
| 1Y | +18.7% | +16.9% | +1.7% | +14.0% |
| 3Y | +999.1% | +56.8% | +942.3% | +834.3% |
| 5Y | +181.7% | +5.2% | +176.5% | +134.5% |
| All | +250.7% | +9.8% | +240.9% | +327.0% |
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