+133.6%
HOOD vs DOW
-33.0%
+166.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.9% |
| 7D | -5.1% | -6.8% | +1.8% | -2.9% |
| 30D | -25.4% | +10.8% | -36.2% | -28.4% |
| 3M | -14.0% | +4.1% | -18.1% | -16.3% |
| 6M | +5.6% | -12.7% | +18.3% | +9.3% |
| YTD | -28.1% | +39.2% | -67.3% | -44.0% |
| 1Y | -40.1% | +49.5% | -89.6% | -55.5% |
| 3Y | +888.2% | -24.4% | +912.6% | +937.6% |
| 5Y | +135.8% | -29.6% | +165.4% | +163.3% |
| All | +133.6% | -33.0% | +166.6% | +162.9% |
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