+142.9%
HOOD vs DOW
-30.7%
+173.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.4% | +0.6% | +2.9% |
| 7D | -3.2% | -0.5% | -2.7% | -3.0% |
| 30D | -22.6% | +15.7% | -38.3% | -26.8% |
| 3M | -10.4% | +5.3% | -15.7% | -13.0% |
| 6M | +4.7% | -14.2% | +18.9% | +9.5% |
| YTD | -25.2% | +43.9% | -69.1% | -42.4% |
| 1Y | -35.9% | +53.1% | -88.9% | -52.6% |
| 3Y | +927.7% | -21.8% | +949.5% | +967.5% |
| 5Y | +147.5% | -28.3% | +175.8% | +175.2% |
| All | +142.9% | -30.7% | +173.7% | +170.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling