+179.3%
HOOD vs DELL
+1,129.8%
-950.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -1.9% |
| 7D | +7.7% | +8.7% | -1.0% | +4.4% |
| 30D | +22.0% | +16.9% | +5.1% | +14.0% |
| 3M | +37.6% | +40.4% | -2.8% | +17.5% |
| 6M | +45.3% | +267.1% | -221.8% | -21.6% |
| YTD | +1.9% | +329.1% | -327.2% | -49.8% |
| 1Y | -2.7% | +346.9% | -349.6% | -53.1% |
| 3Y | +973.4% | +696.6% | +276.7% | +266.8% |
| 5Y | +179.3% | +1,106.2% | -926.9% | -24.0% |
| All | +179.3% | +1,129.8% | -950.5% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling