-2.7%
HOOD vs DOW
+29.4%
-32.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.8% |
| 7D | +7.7% | -6.0% | +13.8% | +7.7% |
| 30D | +22.0% | -2.7% | +24.7% | +21.7% |
| 3M | +37.6% | -10.5% | +48.1% | +38.4% |
| 6M | +45.3% | -12.4% | +57.7% | +41.0% |
| YTD | +1.9% | +30.0% | -28.1% | -14.9% |
| 1Y | -2.7% | +27.8% | -30.5% | -18.6% |
| All | -2.7% | +29.4% | -32.1% | -18.6% |
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