+250.7%
HOOD vs DOW
-37.3%
+288.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.0% | +0.9% | -1.0% |
| 7D | +17.1% | -2.4% | +19.5% | +17.9% |
| 30D | +31.6% | +0.4% | +31.2% | +30.4% |
| 3M | +38.2% | -14.4% | +52.6% | +45.3% |
| 6M | +48.5% | -7.0% | +55.5% | +44.1% |
| YTD | +8.0% | +30.2% | -22.2% | -13.3% |
| 1Y | +18.7% | +29.2% | -10.5% | -5.4% |
| 3Y | +999.1% | -36.7% | +1,035.8% | +1,188.9% |
| 5Y | +181.7% | -37.7% | +219.4% | +221.6% |
| All | +250.7% | -37.3% | +288.0% | +307.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling