+992.6%
HOOD vs DVA
+88.7%
+903.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.1% | -1.8% | -3.7% |
| 7D | +13.4% | +2.2% | +11.1% | +13.2% |
| 30D | +25.8% | -2.0% | +27.8% | +26.0% |
| 3M | +38.0% | -6.3% | +44.2% | +38.4% |
| 6M | +52.2% | +19.4% | +32.8% | +48.1% |
| YTD | +3.7% | +58.5% | -54.7% | -5.7% |
| 1Y | +0.1% | +33.9% | -33.8% | -4.3% |
| 3Y | +992.6% | +88.4% | +904.1% | +900.1% |
| All | +992.6% | +88.7% | +903.9% | +900.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling