+125.1%
HOOD vs ACWI
+62.0%
+63.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.8% | -6.5% | -1.3% |
| 7D | -14.4% | -4.0% | -10.4% | -5.2% |
| 30D | -30.0% | -5.8% | -24.2% | -18.6% |
| 3M | -15.5% | -5.0% | -10.5% | -2.8% |
| 6M | +1.8% | +0.7% | +1.1% | +2.5% |
| YTD | -30.7% | +8.4% | -39.1% | -40.1% |
| 1Y | -45.0% | +10.1% | -55.1% | -53.6% |
| 3Y | +709.0% | +70.8% | +638.2% | +198.4% |
| 5Y | +111.8% | +55.4% | +56.4% | +4.9% |
| All | +125.1% | +62.0% | +63.1% | +6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling