+189.8%
HOOD vs DOC
-24.5%
+214.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.1% |
| 7D | +17.1% | -1.5% | +18.6% | +18.1% |
| 30D | +31.6% | -4.8% | +36.3% | +35.2% |
| 3M | +38.2% | +6.9% | +31.4% | +32.2% |
| 6M | +48.5% | +20.7% | +27.8% | +31.0% |
| YTD | +8.0% | +34.1% | -26.2% | -10.8% |
| 1Y | +18.7% | +22.6% | -4.0% | +3.2% |
| 3Y | +999.1% | +20.8% | +978.3% | +843.9% |
| All | +189.8% | -24.5% | +214.4% | +221.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling