+142.9%
HOOD vs ALL
+125.6%
+17.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.9% |
| 7D | -3.2% | -2.6% | -0.7% | -2.8% |
| 30D | -22.6% | +12.7% | -35.3% | -24.6% |
| 3M | -10.4% | +0.4% | -10.8% | -10.7% |
| 6M | +4.7% | +23.8% | -19.1% | -1.7% |
| YTD | -25.2% | +27.8% | -53.0% | -30.9% |
| 1Y | -35.9% | +28.9% | -64.8% | -41.1% |
| 3Y | +927.7% | +113.9% | +813.8% | +675.2% |
| 5Y | +147.5% | +157.4% | -9.8% | +72.7% |
| All | +142.9% | +125.6% | +17.3% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling