+133.6%
HOOD vs DOCS
-43.9%
+177.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.9% |
| 7D | -5.1% | -0.6% | -4.5% | -4.8% |
| 30D | -25.4% | +6.3% | -31.7% | -26.8% |
| 3M | -14.0% | +26.5% | -40.4% | -20.8% |
| 6M | +5.6% | +24.8% | -19.2% | -6.1% |
| YTD | -28.1% | -26.8% | -1.3% | -23.9% |
| 1Y | -40.1% | -38.3% | -1.9% | -32.7% |
| 3Y | +888.2% | +36.0% | +852.2% | +690.7% |
| 5Y | +135.8% | -55.0% | +190.8% | +126.6% |
| All | +133.6% | -43.9% | +177.5% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling