-36.1%
HOOD vs DLR
+11.0%
-47.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.5% | +0.7% |
| 7D | -4.4% | +2.8% | -7.2% | -5.7% |
| 30D | -23.4% | +2.8% | -26.2% | -24.4% |
| 3M | -6.5% | -4.0% | -2.5% | -5.3% |
| 6M | +14.2% | -5.6% | +19.8% | +20.1% |
| YTD | -22.7% | +21.9% | -44.7% | -36.0% |
| 1Y | -36.1% | +13.0% | -49.1% | -41.1% |
| All | -36.1% | +11.0% | -47.1% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 1y: compounded portfolio wealth divided by compounded DLR 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…
1y analysis · Full analysis span regression · 6 months rolling