+67.7%
ASML vs HOOD
+111.9%
-44.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -10.3% | +1.0% | -6.7% |
| 7D | -19.0% | -14.4% | -4.6% | -15.7% |
| 30D | -25.9% | -30.0% | +4.1% | -19.0% |
| 3M | -19.1% | -15.5% | -3.5% | -16.7% |
| 6M | -5.7% | +1.8% | -7.5% | -8.6% |
| YTD | +27.6% | -30.7% | +58.3% | +33.8% |
| 1Y | +30.8% | -45.0% | +75.8% | +44.5% |
| 3Y | +116.2% | +709.0% | -592.8% | +3.6% |
| 5Y | +67.7% | +111.8% | -44.1% | -7.5% |
| All | +67.7% | +111.9% | -44.2% | -7.5% |
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