+142.9%
HOOD vs ACWI
+67.3%
+75.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.2% | +2.8% | +1.2% |
| 7D | -3.2% | -0.7% | -2.6% | -1.3% |
| 30D | -22.6% | -2.0% | -20.6% | -18.0% |
| 3M | -10.4% | -2.2% | -8.2% | -3.9% |
| 6M | +4.7% | +1.9% | +2.8% | +2.5% |
| YTD | -25.2% | +12.0% | -37.2% | -40.1% |
| 1Y | -35.9% | +12.5% | -48.4% | -48.8% |
| 3Y | +927.7% | +75.4% | +852.3% | +254.8% |
| 5Y | +147.5% | +61.5% | +86.0% | +12.2% |
| All | +142.9% | +67.3% | +75.6% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling