+113.0%
HOOD vs ACWI
+54.8%
+58.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.3% | +3.3% |
| 7D | -4.8% | -2.4% | -2.4% | +1.1% |
| 30D | -26.1% | -5.2% | -20.9% | -15.3% |
| 3M | -10.8% | -4.8% | -6.0% | +2.3% |
| 6M | +2.4% | -1.3% | +3.7% | +8.1% |
| YTD | -28.5% | +8.4% | -36.9% | -38.2% |
| 1Y | -36.3% | +11.0% | -47.4% | -47.6% |
| 3Y | +743.7% | +70.6% | +673.1% | +208.9% |
| All | +113.0% | +54.8% | +58.2% | +6.3% |
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