+133.6%
HOOD vs DELL
+737.9%
-604.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.6% |
| 7D | +3.8% | +17.1% | -13.3% | -2.5% |
| 30D | -26.4% | -35.1% | +8.7% | -14.0% |
| 3M | -14.3% | -23.3% | +9.0% | -7.5% |
| 6M | +3.9% | +55.8% | -51.9% | -19.4% |
| YTD | -28.1% | +198.0% | -226.0% | -59.8% |
| 1Y | -38.8% | +166.6% | -205.4% | -63.9% |
| 3Y | +888.5% | +427.6% | +460.8% | +298.5% |
| 5Y | +131.0% | +630.6% | -499.6% | -27.6% |
| All | +133.6% | +737.9% | -604.3% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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