-36.1%
HOOD vs DRI
+34.0%
-70.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.1% | -3.1% | +1.9% |
| 7D | -4.4% | +6.5% | -10.9% | -4.6% |
| 30D | -23.4% | +16.4% | -39.8% | -23.8% |
| 3M | -6.5% | +13.6% | -20.2% | -6.8% |
| 6M | +14.2% | +22.0% | -7.8% | +13.7% |
| YTD | -22.7% | +29.3% | -52.0% | -26.4% |
| 1Y | -36.1% | +32.0% | -68.1% | -39.7% |
| All | -36.1% | +34.0% | -70.1% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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