+113.0%
HOOD vs DIA
+53.0%
+60.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +4.1% |
| 7D | -4.8% | -0.9% | -3.9% | -2.6% |
| 30D | -26.1% | +0.3% | -26.4% | -26.3% |
| 3M | -10.8% | -4.5% | -6.3% | -0.1% |
| 6M | +2.4% | +3.4% | -1.0% | -3.3% |
| YTD | -28.5% | +7.8% | -36.2% | -37.3% |
| 1Y | -36.3% | +10.7% | -47.1% | -47.3% |
| 3Y | +743.7% | +57.5% | +686.2% | +281.9% |
| All | +113.0% | +53.0% | +60.0% | +5.1% |
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 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