+250.7%
HOOD vs DE
+106.6%
+144.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | +17.1% | +10.0% | +7.1% | +12.6% |
| 30D | +31.6% | +13.3% | +18.3% | +24.8% |
| 3M | +38.2% | +17.5% | +20.7% | +28.3% |
| 6M | +48.5% | +13.6% | +35.0% | +39.2% |
| YTD | +8.0% | +49.8% | -41.8% | -12.1% |
| 1Y | +18.7% | +47.9% | -29.2% | -3.3% |
| 3Y | +999.1% | +72.5% | +926.6% | +729.0% |
| 5Y | +181.7% | +90.2% | +91.5% | +90.9% |
| All | +250.7% | +106.6% | +144.1% | +140.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling