+1,028.6%
HOOD vs DOCU
+33.7%
+994.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.7% | -5.8% | -3.7% |
| 7D | +17.1% | +6.9% | +10.2% | +13.7% |
| 30D | +31.6% | +19.0% | +12.6% | +21.2% |
| 3M | +38.2% | +34.3% | +3.9% | +18.9% |
| 6M | +48.5% | +48.0% | +0.5% | +19.9% |
| YTD | +8.0% | 0.0% | +8.0% | +5.0% |
| 1Y | +18.7% | -10.3% | +28.9% | +20.6% |
| All | +1,028.6% | +33.7% | +994.9% | +703.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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