+250.7%
HOOD vs B
+137.9%
+112.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.2% |
| 7D | +17.1% | -1.6% | +18.7% | +18.0% |
| 30D | +31.6% | +9.4% | +22.2% | +27.3% |
| 3M | +38.2% | +5.0% | +33.3% | +35.3% |
| 6M | +48.5% | -3.5% | +52.1% | +49.5% |
| YTD | +8.0% | +4.5% | +3.5% | +5.5% |
| 1Y | +18.7% | +67.8% | -49.1% | -1.7% |
| 3Y | +999.1% | +196.7% | +802.4% | +652.8% |
| 5Y | +181.7% | +151.9% | +29.8% | +110.1% |
| All | +250.7% | +137.9% | +112.7% | +193.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling