+992.6%
HOOD vs DHR
-7.4%
+1,000.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -3.4% |
| 7D | +13.4% | -0.8% | +14.2% | +13.9% |
| 30D | +25.8% | +0.2% | +25.6% | +25.9% |
| 3M | +38.0% | +12.1% | +25.9% | +28.6% |
| 6M | +52.2% | +5.4% | +46.8% | +46.8% |
| YTD | +3.7% | -10.0% | +13.7% | +8.5% |
| 1Y | +0.1% | +4.1% | -4.0% | -4.7% |
| 3Y | +992.6% | -5.2% | +997.7% | +910.1% |
| All | +992.6% | -7.4% | +1,000.0% | +910.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling