-6.8%
AVGO vs HOOD
-37.5%
+30.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.0% | -4.0% | -2.5% |
| 7D | -7.5% | -4.4% | -3.1% | -6.5% |
| 30D | -10.2% | -23.4% | +13.2% | -4.7% |
| 3M | -22.0% | -6.5% | -15.5% | -22.0% |
| 6M | -21.6% | +14.2% | -35.8% | -26.4% |
| YTD | -5.4% | -22.7% | +17.3% | -2.3% |
| 1Y | -6.8% | -36.1% | +29.3% | +2.3% |
| All | -6.8% | -37.5% | +30.7% | +2.3% |
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 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