+189.8%
HOOD vs ADI
+142.1%
+47.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -3.3% |
| 7D | +17.1% | +0.4% | +16.7% | +16.7% |
| 30D | +31.6% | -3.8% | +35.4% | +35.6% |
| 3M | +38.2% | -15.3% | +53.5% | +54.9% |
| 6M | +48.5% | +6.7% | +41.8% | +33.7% |
| YTD | +8.0% | +34.8% | -26.8% | -22.2% |
| 1Y | +18.7% | +49.0% | -30.4% | -21.6% |
| 3Y | +999.1% | +108.1% | +891.0% | +407.6% |
| All | +189.8% | +142.1% | +47.7% | +14.0% |
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