+189.8%
HOOD vs DOCN
+54.1%
+135.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -3.2% |
| 7D | +17.1% | +1.1% | +16.0% | +16.7% |
| 30D | +31.6% | -9.6% | +41.2% | +36.0% |
| 3M | +38.2% | -37.7% | +75.9% | +62.4% |
| 6M | +48.5% | +115.2% | -66.7% | -7.2% |
| YTD | +8.0% | +133.7% | -125.8% | -36.7% |
| 1Y | +18.7% | +250.2% | -231.5% | -43.5% |
| 3Y | +999.1% | +320.3% | +678.8% | +337.4% |
| All | +189.8% | +54.1% | +135.8% | +49.8% |
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