+950.7%
HOOD vs DOW
-24.5%
+975.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.4% | +4.4% | +3.2% |
| 7D | -0.6% | -9.4% | +8.8% | +1.3% |
| 30D | -23.6% | +8.9% | -32.5% | -25.2% |
| 3M | -10.7% | +6.7% | -17.4% | -12.8% |
| 6M | +8.2% | -14.2% | +22.4% | +11.6% |
| YTD | -26.3% | +36.9% | -63.3% | -39.4% |
| 1Y | -36.1% | +45.8% | -81.8% | -49.2% |
| 3Y | +950.7% | -23.9% | +974.6% | +1,099.3% |
| All | +950.7% | -24.5% | +975.2% | +1,099.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling