+223.3%
HOOD vs DE
+101.3%
+122.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.5% |
| 7D | -7.8% | -2.6% | -5.2% | -6.8% |
| 30D | +18.6% | +9.0% | +9.6% | +14.3% |
| 3M | +22.1% | +19.1% | +2.9% | +12.6% |
| 6M | +43.1% | +14.4% | +28.7% | +33.5% |
| YTD | -0.5% | +45.9% | -46.4% | -18.1% |
| 1Y | -4.4% | +43.6% | -48.0% | -21.2% |
| 3Y | +938.5% | +75.9% | +862.6% | +678.4% |
| 5Y | +173.4% | +98.8% | +74.7% | +86.1% |
| All | +223.3% | +101.3% | +122.0% | +123.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling