-36.1%
HOOD vs DE
+49.6%
-85.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +2.0% |
| 7D | -4.4% | +5.6% | -10.0% | -4.6% |
| 30D | -23.4% | -0.8% | -22.6% | -23.4% |
| 3M | -6.5% | +9.8% | -16.4% | -6.6% |
| 6M | +14.2% | +17.5% | -3.4% | +14.2% |
| YTD | -22.7% | +46.5% | -69.2% | -15.1% |
| 1Y | -36.1% | +46.1% | -82.2% | -29.6% |
| All | -36.1% | +49.6% | -85.7% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 1y: compounded portfolio wealth divided by compounded DE 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…
1y analysis · Full analysis span regression · 6 months rolling