+123.6%
HOOD vs DIA
+63.2%
+60.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.1% | -4.4% | -4.6% |
| 7D | -3.8% | +2.1% | -5.9% | -8.0% |
| 30D | -23.0% | +1.5% | -24.5% | -25.1% |
| 3M | -21.6% | -2.4% | -19.2% | -16.5% |
| 6M | +1.4% | +6.0% | -4.5% | -8.9% |
| YTD | -31.2% | +10.1% | -41.2% | -42.0% |
| 1Y | -35.9% | +11.8% | -47.7% | -47.7% |
| 3Y | +836.9% | +59.7% | +777.2% | +330.5% |
| 5Y | +121.1% | +57.9% | +63.2% | +1.8% |
| All | +123.6% | +63.2% | +60.4% | +1.1% |
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