-40.1%
HOOD vs DOW
+45.5%
-85.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.0% |
| 7D | -5.1% | -6.8% | +1.8% | -6.5% |
| 30D | -25.4% | +10.8% | -36.2% | -23.8% |
| 3M | -14.0% | +4.1% | -18.1% | -12.9% |
| 6M | +5.6% | -12.7% | +18.3% | +6.1% |
| YTD | -28.1% | +39.2% | -67.3% | -35.6% |
| 1Y | -40.1% | +49.5% | -89.6% | -47.2% |
| All | -40.1% | +45.5% | -85.7% | -47.2% |
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