+147.5%
HOOD vs DHR
-10.4%
+157.9%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.2% |
| 7D | -3.2% | +0.2% | -3.4% | -3.1% |
| 30D | -22.6% | +6.4% | -28.9% | -25.2% |
| 3M | -10.4% | +13.6% | -24.0% | -16.9% |
| 6M | +4.7% | +41.9% | -37.2% | -18.0% |
| YTD | -25.2% | +3.4% | -28.6% | -27.7% |
| 1Y | -35.9% | +9.9% | -45.7% | -40.8% |
| 3Y | +927.7% | +21.6% | +906.1% | +709.3% |
| 5Y | +147.5% | -10.6% | +158.1% | +116.9% |
| All | +147.5% | -10.4% | +157.9% | +116.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling