+125.1%
HOOD vs DOCS
-42.6%
+167.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.3% | -6.0% | -8.9% |
| 7D | -14.4% | -1.3% | -13.1% | -13.9% |
| 30D | -30.0% | +19.4% | -49.4% | -34.0% |
| 3M | -15.5% | +53.4% | -68.9% | -28.4% |
| 6M | +1.8% | +28.8% | -27.0% | -10.5% |
| YTD | -30.7% | -25.1% | -5.6% | -27.2% |
| 1Y | -45.0% | -48.1% | +3.2% | -34.4% |
| 3Y | +709.0% | +51.4% | +657.6% | +521.3% |
| 5Y | +111.8% | -51.1% | +162.9% | +102.5% |
| All | +125.1% | -42.6% | +167.7% | +128.0% |
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