-1.9%
HOOD vs DHR
+6.3%
-8.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +7.7% | -2.4% | +10.2% | +8.3% |
| 30D | +22.0% | -2.2% | +24.1% | +22.5% |
| 3M | +37.6% | +9.0% | +28.7% | +35.1% |
| 6M | +45.3% | +3.5% | +41.8% | +43.6% |
| YTD | +1.9% | -10.1% | +12.1% | +2.8% |
| All | -1.9% | +6.3% | -8.2% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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