+189.8%
HOOD vs ALL
+118.4%
+71.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.8% |
| 7D | +17.1% | 0.0% | +17.1% | +17.2% |
| 30D | +31.6% | -1.5% | +33.1% | +31.8% |
| 3M | +38.2% | +23.6% | +14.6% | +30.1% |
| 6M | +48.5% | +22.3% | +26.2% | +40.0% |
| YTD | +8.0% | +26.5% | -18.6% | 0.0% |
| 1Y | +18.7% | +27.0% | -8.3% | +9.3% |
| 3Y | +999.1% | +149.6% | +849.5% | +675.6% |
| All | +189.8% | +118.4% | +71.4% | +117.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling