+982.5%
HOOD vs DE
+75.9%
+906.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.8% | -2.1% | -3.1% |
| 7D | +13.4% | +0.7% | +12.7% | +13.0% |
| 30D | +25.8% | +9.6% | +16.1% | +20.6% |
| 3M | +38.0% | +19.0% | +19.0% | +26.6% |
| 6M | +52.2% | +16.1% | +36.2% | +40.3% |
| YTD | +3.7% | +47.0% | -43.3% | -18.2% |
| 1Y | +0.1% | +43.1% | -43.1% | -20.5% |
| All | +982.5% | +75.9% | +906.6% | +643.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling