+108.6%
ASML vs HOOD
+181.8%
-73.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.1% | +6.3% | +4.7% |
| 7D | +1.1% | +17.1% | -16.0% | -3.3% |
| 30D | +2.2% | +31.6% | -29.4% | -5.5% |
| 3M | -2.3% | +38.2% | -40.5% | -11.3% |
| 6M | +23.0% | +48.5% | -25.6% | +8.1% |
| YTD | +61.1% | +8.0% | +53.1% | +51.7% |
| 1Y | +129.1% | +18.7% | +110.5% | +106.6% |
| 3Y | +165.4% | +999.1% | -833.7% | +20.4% |
| All | +108.6% | +181.8% | -73.2% | +7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling