+139.3%
HOOD vs B
+124.8%
+14.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.2% | -1.2% | +1.3% |
| 7D | -0.6% | +11.3% | -11.9% | -4.9% |
| 30D | -23.6% | +2.9% | -26.5% | -24.5% |
| 3M | -10.7% | -2.9% | -7.8% | -9.7% |
| 6M | +8.2% | -1.2% | +9.4% | +8.2% |
| YTD | -26.3% | -1.3% | -25.0% | -26.5% |
| 1Y | -36.1% | +30.4% | -66.5% | -41.9% |
| 3Y | +950.7% | +195.3% | +755.4% | +626.4% |
| 5Y | +127.0% | +146.2% | -19.2% | +61.4% |
| All | +139.3% | +124.8% | +14.5% | +104.0% |
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