+237.0%
HOOD vs A
+0.1%
+236.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.7% | -1.2% | -2.0% |
| 7D | +13.4% | -2.1% | +15.4% | +15.0% |
| 30D | +25.8% | +0.6% | +25.2% | +25.6% |
| 3M | +38.0% | +10.9% | +27.1% | +27.2% |
| 6M | +52.2% | +28.2% | +24.1% | +25.7% |
| YTD | +3.7% | +8.6% | -4.8% | -3.6% |
| 1Y | +0.1% | +15.5% | -15.5% | -12.0% |
| 3Y | +992.6% | +31.8% | +960.7% | +707.0% |
| 5Y | +193.0% | -14.9% | +207.9% | +148.8% |
| All | +237.0% | +0.1% | +236.9% | +405.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded A 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling