+250.7%
HOOD vs DOV
+25.4%
+225.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -3.0% |
| 7D | +17.1% | -2.7% | +19.8% | +20.0% |
| 30D | +31.6% | -8.1% | +39.7% | +42.0% |
| 3M | +38.2% | -9.4% | +47.6% | +47.8% |
| 6M | +48.5% | -12.6% | +61.1% | +63.0% |
| YTD | +8.0% | -0.5% | +8.4% | +3.0% |
| 1Y | +18.7% | +9.2% | +9.4% | +1.5% |
| 3Y | +999.1% | +34.1% | +965.0% | +696.4% |
| 5Y | +181.7% | +17.3% | +164.4% | +77.9% |
| All | +250.7% | +25.4% | +225.2% | +218.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling