-4.4%
HOOD vs DLTR
+19.1%
-23.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -7.8% | -10.1% | +2.3% | -4.5% |
| 30D | +18.6% | -8.1% | +26.7% | +21.6% |
| 3M | +22.1% | +2.9% | +19.2% | +19.5% |
| 6M | +43.1% | +4.3% | +38.7% | +35.9% |
| YTD | -0.5% | -3.9% | +3.5% | -4.4% |
| 1Y | -4.4% | +18.9% | -23.3% | -17.0% |
| All | -4.4% | +19.1% | -23.5% | -17.0% |
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