+123.6%
HOOD vs DOW
-29.7%
+153.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.2% |
| 7D | -3.8% | +5.2% | -9.0% | -5.4% |
| 30D | -23.0% | +13.2% | -36.2% | -26.5% |
| 3M | -21.6% | +10.1% | -31.7% | -25.2% |
| 6M | +1.4% | -13.1% | +14.5% | +5.6% |
| YTD | -31.2% | +46.1% | -77.3% | -47.3% |
| 1Y | -35.9% | +50.0% | -86.0% | -51.8% |
| 3Y | +836.9% | -20.2% | +857.2% | +864.8% |
| 5Y | +121.1% | -27.7% | +148.8% | +145.2% |
| All | +123.6% | -29.7% | +153.3% | +147.7% |
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 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