-36.1%
HOOD vs B
+27.8%
-63.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.3% | -6.3% | -2.9% |
| 7D | -4.4% | +1.1% | -5.5% | -5.2% |
| 30D | -23.4% | +0.3% | -23.7% | -23.6% |
| 3M | -6.5% | +5.4% | -12.0% | -9.5% |
| 6M | +14.2% | +5.5% | +8.7% | +9.2% |
| YTD | -22.7% | -6.3% | -16.4% | -24.6% |
| 1Y | -36.1% | +29.4% | -65.5% | -56.3% |
| All | -36.1% | +27.8% | -63.9% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 1y: compounded portfolio wealth divided by compounded B 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…
1y analysis · Full analysis span regression · 6 months rolling