-38.8%
HOOD vs DHR
+8.5%
-47.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.3% | -2.5% | -3.4% |
| 7D | +3.8% | +2.6% | +1.2% | +3.0% |
| 30D | -26.4% | +4.2% | -30.6% | -26.9% |
| 3M | -14.3% | +13.0% | -27.3% | -16.2% |
| 6M | +3.9% | +40.2% | -36.2% | -6.2% |
| YTD | -28.1% | +2.0% | -30.1% | -29.6% |
| 1Y | -38.8% | +6.6% | -45.4% | -38.4% |
| All | -38.8% | +8.5% | -47.3% | -38.4% |
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