+992.6%
HOOD vs DOW
-35.3%
+1,027.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.0% |
| 7D | +13.4% | -2.9% | +16.3% | +14.0% |
| 30D | +25.8% | +2.0% | +23.8% | +24.5% |
| 3M | +38.0% | -12.5% | +50.5% | +42.2% |
| 6M | +52.2% | -9.2% | +61.4% | +49.6% |
| YTD | +3.7% | +30.8% | -27.0% | -14.0% |
| 1Y | +0.1% | +29.4% | -29.3% | -17.2% |
| 3Y | +992.6% | -34.6% | +1,027.1% | +1,084.3% |
| All | +992.6% | -35.3% | +1,027.8% | +1,084.3% |
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