-36.1%
HOOD vs DLTR
+45.2%
-81.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +9.6% | -7.6% | -0.5% |
| 7D | -4.4% | +15.6% | -20.0% | -8.2% |
| 30D | -23.4% | +29.9% | -53.3% | -29.2% |
| 3M | -6.5% | +12.5% | -19.0% | -9.7% |
| 6M | +14.2% | +56.3% | -42.1% | -4.8% |
| YTD | -22.7% | +19.5% | -42.2% | -31.5% |
| 1Y | -36.1% | +44.0% | -80.1% | -55.7% |
| All | -36.1% | +45.2% | -81.3% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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