-2.7%
HOOD vs DOV
+8.9%
-11.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.3% |
| 7D | +7.7% | +1.3% | +6.4% | +7.4% |
| 30D | +22.0% | -8.6% | +30.6% | +24.6% |
| 3M | +37.6% | -13.1% | +50.8% | +41.6% |
| 6M | +45.3% | -8.8% | +54.1% | +45.2% |
| YTD | +1.9% | -1.2% | +3.2% | -0.8% |
| 1Y | -2.7% | +10.7% | -13.4% | -10.4% |
| All | -2.7% | +8.9% | -11.7% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 1y: compounded portfolio wealth divided by compounded DOV 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…
1y analysis · Full analysis span regression · 6 months rolling