+151.0%
HOOD vs DOC
-26.4%
+177.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +0.3% |
| 7D | -4.4% | +8.7% | -13.1% | -8.7% |
| 30D | -23.4% | +7.6% | -31.0% | -26.6% |
| 3M | -6.5% | -5.3% | -1.3% | -3.9% |
| 6M | +14.2% | +27.6% | -13.4% | -3.3% |
| YTD | -22.7% | +32.4% | -55.1% | -35.8% |
| 1Y | -36.1% | +22.9% | -59.0% | -44.6% |
| 3Y | +802.1% | +43.1% | +759.0% | +579.7% |
| 5Y | +135.8% | -21.4% | +157.2% | +173.1% |
| All | +151.0% | -26.4% | +177.4% | +202.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling