+1,028.6%
HOOD vs DOC
+20.8%
+1,007.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.3% |
| 7D | +17.1% | -1.5% | +18.6% | +17.9% |
| 30D | +31.6% | -4.8% | +36.3% | +34.3% |
| 3M | +38.2% | +6.9% | +31.4% | +33.6% |
| 6M | +48.5% | +20.7% | +27.8% | +35.0% |
| YTD | +8.0% | +34.1% | -26.2% | -6.7% |
| 1Y | +18.7% | +22.6% | -4.0% | +6.7% |
| All | +1,028.6% | +20.8% | +1,007.8% | +892.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling