+244.4%
AVGO vs HOOD
+727.3%
-482.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.5% | -0.2% |
| 7D | -9.9% | -4.8% | -5.1% | -8.5% |
| 30D | -22.0% | -26.1% | +4.1% | -15.0% |
| 3M | -30.0% | -10.8% | -19.2% | -28.9% |
| 6M | -30.7% | +2.4% | -33.1% | -33.4% |
| YTD | -14.7% | -28.5% | +13.8% | -10.6% |
| 1Y | -16.8% | -36.3% | +19.5% | -10.1% |
| 3Y | +244.4% | +743.7% | -499.3% | +111.6% |
| All | +244.4% | +727.3% | -482.9% | +111.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling