+142.9%
HOOD vs B
+107.7%
+35.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +4.6% |
| 7D | -3.2% | -2.7% | -0.6% | -2.3% |
| 30D | -22.6% | -4.3% | -18.2% | -21.3% |
| 3M | -10.4% | -2.3% | -8.1% | -9.3% |
| 6M | +4.7% | -16.2% | +20.9% | +11.4% |
| YTD | -25.2% | -8.8% | -16.4% | -23.1% |
| 1Y | -35.9% | +11.4% | -47.2% | -38.4% |
| 3Y | +927.7% | +174.3% | +753.4% | +631.8% |
| 5Y | +147.5% | +116.2% | +31.4% | +83.5% |
| All | +142.9% | +107.7% | +35.2% | +113.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling