+131.0%
HOOD vs DBX
+24.0%
+107.0%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -4.5% |
| 7D | +3.8% | -6.3% | +10.1% | +7.8% |
| 30D | -26.4% | -5.9% | -20.5% | -23.9% |
| 3M | -14.3% | -0.4% | -13.9% | -15.4% |
| 6M | +3.9% | +29.8% | -25.9% | -16.3% |
| YTD | -28.1% | +20.5% | -48.6% | -40.2% |
| 1Y | -38.8% | +8.7% | -47.5% | -45.1% |
| 3Y | +888.5% | +25.9% | +862.5% | +616.6% |
| 5Y | +131.0% | +24.2% | +106.9% | +77.1% |
| All | +131.0% | +24.0% | +107.0% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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