+193.0%
HOOD vs DT
-28.6%
+221.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.1% | -0.8% | -1.9% |
| 7D | +13.4% | -4.9% | +18.2% | +17.3% |
| 30D | +25.8% | +2.7% | +23.1% | +23.4% |
| 3M | +38.0% | +20.0% | +18.0% | +20.7% |
| 6M | +52.2% | +28.0% | +24.2% | +24.6% |
| YTD | +3.7% | +16.0% | -12.3% | -9.7% |
| 1Y | +0.1% | +0.7% | -0.7% | -4.1% |
| 3Y | +992.6% | +6.2% | +986.4% | +892.5% |
| 5Y | +193.0% | -28.1% | +221.1% | +227.5% |
| All | +193.0% | -28.6% | +221.6% | +227.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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