-36.1%
HOOD vs DG
+45.3%
-81.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.5% | -6.5% | +0.2% |
| 7D | -4.4% | +12.3% | -16.7% | -6.9% |
| 30D | -23.4% | +19.3% | -42.7% | -27.0% |
| 3M | -6.5% | +11.9% | -18.4% | -9.4% |
| 6M | +14.2% | +25.0% | -10.8% | +5.1% |
| YTD | -22.7% | +8.7% | -31.4% | -25.4% |
| 1Y | -36.1% | +44.7% | -80.8% | -49.3% |
| All | -36.1% | +45.3% | -81.4% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1y: compounded portfolio wealth divided by compounded DG 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…
1y analysis · Full analysis span regression · 6 months rolling