+177.3%
HOOD vs DHI
+61.2%
+116.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.4% |
| 7D | -7.8% | -3.4% | -4.4% | -6.4% |
| 30D | +18.6% | -5.4% | +24.0% | +21.8% |
| 3M | +22.1% | -10.4% | +32.5% | +27.0% |
| 6M | +43.1% | -2.8% | +45.8% | +42.7% |
| YTD | -0.5% | -3.4% | +2.9% | -1.8% |
| 1Y | -4.4% | -22.9% | +18.5% | +4.6% |
| 3Y | +938.5% | +20.7% | +917.8% | +684.5% |
| All | +177.3% | +61.2% | +116.0% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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