+717.4%
HOOD vs DOC
+43.2%
+674.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.2% | -10.1% | -10.2% |
| 7D | -14.4% | +6.2% | -20.6% | -16.5% |
| 30D | -30.0% | +6.5% | -36.5% | -31.8% |
| 3M | -15.5% | -6.2% | -9.3% | -13.4% |
| 6M | +1.8% | +25.6% | -23.8% | -9.5% |
| YTD | -30.7% | +32.1% | -62.8% | -39.5% |
| 1Y | -45.0% | +20.3% | -65.3% | -49.9% |
| All | +717.4% | +43.2% | +674.3% | +579.8% |
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