+717.4%
HOOD vs DOCS
+50.6%
+666.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.3% | -6.0% | -9.1% |
| 7D | -14.4% | -1.3% | -13.1% | -14.0% |
| 30D | -30.0% | +19.4% | -49.4% | -33.5% |
| 3M | -15.5% | +53.4% | -68.9% | -26.8% |
| 6M | +1.8% | +28.8% | -27.0% | -8.6% |
| YTD | -30.7% | -25.1% | -5.6% | -26.2% |
| 1Y | -45.0% | -48.1% | +3.2% | -33.8% |
| All | +717.4% | +50.6% | +666.8% | +612.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling