+250.7%
HOOD vs DIA
+66.2%
+184.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.0% |
| 7D | +17.1% | -0.2% | +17.3% | +18.0% |
| 30D | +31.6% | -1.5% | +33.1% | +36.8% |
| 3M | +38.2% | +3.8% | +34.5% | +28.5% |
| 6M | +48.5% | +10.3% | +38.3% | +22.9% |
| YTD | +8.0% | +12.1% | -4.1% | -12.9% |
| 1Y | +18.7% | +18.6% | 0.0% | -14.0% |
| 3Y | +999.1% | +60.6% | +938.5% | +394.6% |
| 5Y | +181.7% | +64.4% | +117.3% | +7.7% |
| All | +250.7% | +66.2% | +184.5% | +51.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling