+105.1%
ASML vs HOOD
+130.0%
-24.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.0% | -5.6% | -4.0% |
| 7D | -10.0% | -4.4% | -5.6% | -9.1% |
| 30D | -19.4% | -23.4% | +4.0% | -14.8% |
| 3M | -12.5% | -6.5% | -6.0% | -12.2% |
| 6M | +8.2% | +14.2% | -6.0% | +3.0% |
| YTD | +40.7% | -22.7% | +63.4% | +43.1% |
| 1Y | +46.1% | -36.1% | +82.2% | +53.9% |
| 3Y | +138.5% | +802.1% | -663.6% | +34.6% |
| 5Y | +84.2% | +135.8% | -51.6% | +8.8% |
| All | +105.1% | +130.0% | -24.9% | +20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling