+992.6%
HOOD vs DELL
+707.5%
+285.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.9% | -5.8% | -4.6% |
| 7D | +13.4% | +25.6% | -12.3% | +4.3% |
| 30D | +25.8% | +17.7% | +8.1% | +18.1% |
| 3M | +38.0% | +33.4% | +4.5% | +21.8% |
| 6M | +52.2% | +266.2% | -214.0% | -13.5% |
| YTD | +3.7% | +328.0% | -324.2% | -45.9% |
| 1Y | +0.1% | +339.6% | -339.5% | -48.4% |
| 3Y | +992.6% | +694.6% | +298.0% | +398.1% |
| All | +992.6% | +707.5% | +285.0% | +398.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling