+17.8%
AVGO vs HOOD
+21.2%
-3.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.7% |
| 7D | -3.0% | +17.1% | -20.1% | -6.7% |
| 30D | -14.4% | +31.6% | -46.0% | -20.3% |
| 3M | -14.4% | +38.2% | -52.7% | -21.4% |
| 6M | +13.1% | +48.5% | -35.4% | +0.4% |
| YTD | +3.8% | +8.0% | -4.2% | -1.4% |
| 1Y | +17.8% | +18.7% | -0.9% | +19.0% |
| All | +17.8% | +21.2% | -3.4% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling