+18.7%
HOOD vs DVA
+35.1%
-16.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -1.9% |
| 7D | +17.1% | +1.8% | +15.3% | +17.4% |
| 30D | +31.6% | -2.5% | +34.1% | +31.1% |
| 3M | +38.2% | -4.3% | +42.5% | +38.8% |
| 6M | +48.5% | +18.9% | +29.7% | +57.8% |
| YTD | +8.0% | +61.9% | -54.0% | +26.5% |
| 1Y | +18.7% | +35.7% | -17.1% | +38.1% |
| All | +18.7% | +35.1% | -16.5% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 1y: compounded portfolio wealth divided by compounded DVA 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…
1y analysis · Full analysis span regression · 6 months rolling