+189.8%
HOOD vs DIA
+64.7%
+125.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -0.9% |
| 7D | +17.1% | -0.2% | +17.3% | +18.0% |
| 30D | +31.6% | -1.5% | +33.1% | +36.9% |
| 3M | +38.2% | +3.8% | +34.5% | +28.2% |
| 6M | +48.5% | +10.3% | +38.3% | +22.2% |
| YTD | +8.0% | +12.1% | -4.1% | -13.6% |
| 1Y | +18.7% | +18.6% | 0.0% | -15.0% |
| 3Y | +999.1% | +60.6% | +938.5% | +375.3% |
| All | +189.8% | +64.7% | +125.2% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling