+189.8%
HOOD vs DRI
+72.9%
+116.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | +17.1% | +0.6% | +16.5% | +16.6% |
| 30D | +31.6% | +3.8% | +27.7% | +28.1% |
| 3M | +38.2% | +13.0% | +25.2% | +26.6% |
| 6M | +48.5% | +8.3% | +40.2% | +39.1% |
| YTD | +8.0% | +20.6% | -12.7% | -7.6% |
| 1Y | +18.7% | +6.5% | +12.2% | +9.9% |
| 3Y | +999.1% | +53.7% | +945.4% | +657.1% |
| All | +189.8% | +72.9% | +116.9% | +67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling