+113.0%
HOOD vs ADI
+115.4%
-2.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +2.7% |
| 7D | -4.8% | -12.8% | +8.0% | +5.7% |
| 30D | -26.1% | -11.3% | -14.8% | -18.9% |
| 3M | -10.8% | -3.4% | -7.5% | -8.7% |
| 6M | +2.4% | -12.0% | +14.4% | +9.3% |
| YTD | -28.5% | +35.3% | -63.7% | -48.6% |
| 1Y | -36.3% | +58.1% | -94.4% | -60.2% |
| 3Y | +743.7% | +127.4% | +616.3% | +258.3% |
| All | +113.0% | +115.4% | -2.4% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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