-36.1%
HOOD vs DOW
+50.2%
-86.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.2% | +5.2% | +1.3% |
| 7D | -4.4% | -4.2% | -0.2% | -5.1% |
| 30D | -23.4% | +14.7% | -38.1% | -21.3% |
| 3M | -6.5% | +9.1% | -15.6% | -4.8% |
| 6M | +14.2% | -17.7% | +31.8% | +15.4% |
| YTD | -22.7% | +44.6% | -67.3% | -32.2% |
| 1Y | -36.1% | +51.9% | -88.0% | -45.7% |
| All | -36.1% | +50.2% | -86.3% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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