+127.0%
HOOD vs ACWI
+58.8%
+68.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | -3.2% |
| 7D | -0.6% | +0.3% | -0.9% | -1.1% |
| 30D | -23.6% | -2.8% | -20.7% | -17.5% |
| 3M | -10.7% | -3.2% | -7.5% | -1.9% |
| 6M | +8.2% | +1.3% | +6.9% | +7.3% |
| YTD | -26.3% | +11.2% | -37.6% | -40.2% |
| 1Y | -36.1% | +13.8% | -49.9% | -50.4% |
| 3Y | +950.7% | +76.2% | +874.5% | +256.5% |
| 5Y | +127.0% | +59.5% | +67.6% | +6.0% |
| All | +127.0% | +58.8% | +68.2% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling