+225.5%
HOOD vs CHD
+15.3%
+210.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.9% |
| 7D | -9.1% | -4.7% | -4.4% | -9.8% |
| 30D | +20.1% | -8.3% | +28.4% | +18.6% |
| 3M | +31.2% | -4.0% | +35.3% | +30.7% |
| 6M | +44.3% | -6.5% | +50.8% | +43.5% |
| YTD | +0.2% | +13.1% | -12.9% | +1.7% |
| 1Y | -3.5% | +2.3% | -5.8% | -3.1% |
| 3Y | +955.2% | +1.8% | +953.4% | +952.3% |
| 5Y | +175.3% | +20.6% | +154.7% | +321.0% |
| All | +225.5% | +15.3% | +210.2% | +285.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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