+982.5%
HOOD vs DTE
+48.5%
+934.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -4.0% |
| 7D | +13.4% | +0.9% | +12.5% | +13.2% |
| 30D | +25.8% | -1.9% | +27.6% | +26.1% |
| 3M | +38.0% | -3.3% | +41.3% | +37.9% |
| 6M | +52.2% | -7.1% | +59.3% | +53.5% |
| YTD | +3.7% | +8.1% | -4.4% | +0.2% |
| 1Y | +0.1% | +5.3% | -5.2% | -2.5% |
| All | +982.5% | +48.5% | +934.0% | +826.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 3y: compounded portfolio wealth divided by compounded DTE 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…
3y analysis · Full analysis span regression · 6 months rolling