+125.1%
HOOD vs B
+114.5%
+10.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +0.5% | -10.8% | -10.5% |
| 7D | -14.4% | +4.3% | -18.7% | -15.9% |
| 30D | -30.0% | -0.9% | -29.1% | -29.8% |
| 3M | -15.5% | -1.4% | -14.2% | -15.0% |
| 6M | +1.8% | +5.0% | -3.3% | -0.3% |
| YTD | -30.7% | -5.8% | -24.9% | -29.6% |
| 1Y | -45.0% | +25.6% | -70.6% | -49.2% |
| 3Y | +709.0% | +161.6% | +547.4% | +478.9% |
| 5Y | +111.8% | +135.2% | -23.4% | +53.3% |
| All | +125.1% | +114.5% | +10.6% | +95.6% |
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 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