+7.4%
AVGO vs HOOD
+6.1%
+1.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.9% | +6.9% | +3.8% |
| 7D | -0.3% | +13.4% | -13.7% | -3.6% |
| 30D | -13.8% | +25.8% | -39.6% | -19.1% |
| 3M | -6.9% | +38.0% | -44.9% | -14.9% |
| 6M | +11.9% | +52.2% | -40.3% | -1.8% |
| YTD | +6.9% | +3.7% | +3.1% | +2.5% |
| 1Y | +7.4% | +0.1% | +7.4% | +11.4% |
| All | +7.4% | +6.1% | +1.3% | +11.4% |
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