+237.0%
HOOD vs DUK
+40.1%
+196.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.8% | -3.7% |
| 7D | +13.4% | +0.7% | +12.7% | +13.5% |
| 30D | +25.8% | -2.0% | +27.8% | +25.4% |
| 3M | +38.0% | +0.2% | +37.8% | +38.1% |
| 6M | +52.2% | -6.9% | +59.1% | +51.2% |
| YTD | +3.7% | +6.1% | -2.4% | +4.5% |
| 1Y | +0.1% | +4.4% | -4.4% | +0.6% |
| 3Y | +992.6% | +49.1% | +943.4% | +933.2% |
| 5Y | +193.0% | +39.6% | +153.4% | +177.5% |
| All | +237.0% | +40.1% | +196.9% | +237.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 all: compounded portfolio wealth divided by compounded DUK 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…
all analysis · Full analysis span regression · 6 months rolling