+128.8%
GOOG vs HOOD
+184.6%
-55.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.8% |
| 7D | -1.6% | +7.7% | -9.3% | -3.0% |
| 30D | -7.7% | +22.0% | -29.6% | -11.4% |
| 3M | -9.3% | +37.6% | -46.9% | -15.2% |
| 6M | +7.4% | +45.3% | -37.8% | -1.5% |
| YTD | +4.9% | +1.9% | +2.9% | +1.5% |
| 1Y | +37.2% | -2.7% | +39.9% | +32.2% |
| 3Y | +141.6% | +973.4% | -831.8% | +35.5% |
| 5Y | +128.8% | +179.3% | -50.5% | +34.1% |
| All | +128.8% | +184.6% | -55.9% | +34.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling