+111.8%
HOOD vs DOCN
-34.6%
+146.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -15.9% | +5.5% | -4.0% |
| 7D | -14.4% | -29.3% | +14.9% | -2.1% |
| 30D | -30.0% | -46.0% | +16.0% | -11.6% |
| 3M | -15.5% | -43.2% | +27.7% | +2.3% |
| 6M | +1.8% | -53.7% | +55.5% | +29.6% |
| YTD | -30.7% | +46.9% | -77.6% | -52.8% |
| 1Y | -45.0% | +54.3% | -99.3% | -63.4% |
| 3Y | +709.0% | +185.5% | +523.4% | +260.9% |
| 5Y | +111.8% | -31.1% | +142.9% | +48.5% |
| All | +111.8% | -34.6% | +146.4% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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