+917.8%
HOOD vs DHR
+22.2%
+895.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.2% |
| 7D | -3.2% | +0.2% | -3.4% | -3.2% |
| 30D | -22.6% | +6.4% | -28.9% | -24.4% |
| 3M | -10.4% | +13.6% | -24.0% | -14.9% |
| 6M | +4.7% | +41.9% | -37.2% | -12.1% |
| YTD | -25.2% | +3.4% | -28.6% | -26.3% |
| 1Y | -35.9% | +9.9% | -45.7% | -39.0% |
| All | +917.8% | +22.2% | +895.6% | +916.5% |
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