+179.3%
HOOD vs DE
+96.1%
+83.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.5% |
| 7D | +7.7% | -3.0% | +10.8% | +9.1% |
| 30D | +22.0% | +11.1% | +10.8% | +16.5% |
| 3M | +37.6% | +17.6% | +20.0% | +27.5% |
| 6M | +45.3% | +13.6% | +31.7% | +35.8% |
| YTD | +1.9% | +46.3% | -44.3% | -16.5% |
| 1Y | -2.7% | +44.2% | -46.9% | -20.3% |
| 3Y | +973.4% | +76.6% | +896.8% | +697.8% |
| 5Y | +179.3% | +98.2% | +81.0% | +88.8% |
| All | +179.3% | +96.1% | +83.2% | +88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling