+132.4%
HOOD vs DAL
+118.6%
+13.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.2% | +1.1% | +1.8% |
| 7D | -4.8% | +8.8% | -13.6% | -9.9% |
| 30D | -26.1% | +5.4% | -31.5% | -28.6% |
| 3M | -10.8% | -4.9% | -5.9% | -7.9% |
| 6M | +2.4% | +19.8% | -17.5% | -10.6% |
| YTD | -28.5% | +27.0% | -55.5% | -40.1% |
| 1Y | -36.3% | +52.5% | -88.8% | -52.7% |
| 3Y | +743.7% | +173.8% | +569.8% | +323.0% |
| 5Y | +118.6% | +104.5% | +14.1% | +10.4% |
| All | +132.4% | +118.6% | +13.8% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling