+127.0%
HOOD vs DOW
-30.5%
+157.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.4% | +4.4% | +3.4% |
| 7D | -0.6% | -9.4% | +8.8% | +2.6% |
| 30D | -23.6% | +8.9% | -32.5% | -26.2% |
| 3M | -10.7% | +6.7% | -17.4% | -14.0% |
| 6M | +8.2% | -14.2% | +22.4% | +12.6% |
| YTD | -26.3% | +36.9% | -63.3% | -42.5% |
| 1Y | -36.1% | +45.8% | -81.8% | -52.1% |
| 3Y | +950.7% | -23.9% | +974.6% | +994.4% |
| 5Y | +127.0% | -30.8% | +157.8% | +163.0% |
| All | +127.0% | -30.5% | +157.5% | +163.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling