+139.3%
HOOD vs DIA
+63.3%
+76.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.2% | +0.8% | -1.6% |
| 7D | -0.6% | +0.8% | -1.4% | -2.1% |
| 30D | -23.6% | +1.4% | -25.0% | -25.6% |
| 3M | -10.7% | -2.7% | -8.0% | -4.3% |
| 6M | +8.2% | +6.2% | +2.0% | -3.3% |
| YTD | -26.3% | +10.1% | -36.4% | -38.0% |
| 1Y | -36.1% | +13.0% | -49.1% | -48.9% |
| 3Y | +950.7% | +61.9% | +888.8% | +371.7% |
| 5Y | +127.0% | +57.1% | +70.0% | +4.1% |
| All | +139.3% | +63.3% | +76.0% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 10y: compounded portfolio wealth divided by compounded DIA 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…
10y analysis · Full analysis span regression · 6 months rolling