+104.9%
ASML vs HOOD
+104.9%
0.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.3% | +4.2% | +0.8% |
| 7D | +4.9% | -3.8% | +8.7% | +5.8% |
| 30D | -9.3% | -23.0% | +13.7% | -4.0% |
| 3M | -19.0% | -21.6% | +2.7% | -15.5% |
| 6M | -5.2% | +1.4% | -6.7% | -7.4% |
| YTD | +40.6% | -31.2% | +71.8% | +46.8% |
| 1Y | +47.5% | -35.9% | +83.4% | +55.7% |
| 3Y | +133.9% | +836.9% | -703.1% | +31.7% |
| 5Y | +83.8% | +121.1% | -37.3% | +11.2% |
| All | +104.9% | +104.9% | 0.0% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 10y: compounded portfolio wealth divided by compounded HOOD 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…
10y analysis · Full analysis span regression · 6 months rolling