+250.7%
HOOD vs DOCS
-54.4%
+305.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.8% | +0.7% | -1.2% |
| 7D | +17.1% | -1.4% | +18.5% | +17.8% |
| 30D | +31.6% | +21.8% | +9.8% | +20.7% |
| 3M | +38.2% | +27.3% | +10.9% | +24.7% |
| 6M | +48.5% | -0.3% | +48.9% | +42.8% |
| YTD | +8.0% | -40.5% | +48.5% | +22.8% |
| 1Y | +18.7% | -61.5% | +80.2% | +57.2% |
| 3Y | +999.1% | +8.2% | +990.9% | +848.8% |
| 5Y | +181.7% | -73.4% | +255.1% | +187.4% |
| All | +250.7% | -54.4% | +305.1% | +284.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling