+122.7%
HOOD vs DRI
+78.6%
+44.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.5% |
| 7D | -3.8% | +1.1% | -4.8% | -4.3% |
| 30D | -23.0% | +9.7% | -32.7% | -27.2% |
| 3M | -21.6% | +3.2% | -24.8% | -23.5% |
| 6M | +1.4% | +20.6% | -19.1% | -11.3% |
| YTD | -31.2% | +28.3% | -59.4% | -43.6% |
| 1Y | -35.9% | +34.5% | -70.5% | -49.5% |
| 3Y | +836.9% | +66.5% | +770.4% | +502.0% |
| All | +122.7% | +78.6% | +44.1% | +19.4% |
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