+950.7%
HOOD vs CHD
+29.8%
+920.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.8% | +1.2% | +3.5% |
| 7D | -0.6% | +0.8% | -1.4% | -0.4% |
| 30D | -23.6% | +13.5% | -37.0% | -20.6% |
| 3M | -10.7% | +8.1% | -18.8% | -8.4% |
| 6M | +8.2% | +19.9% | -11.7% | +14.4% |
| YTD | -26.3% | +34.0% | -60.3% | -20.3% |
| 1Y | -36.1% | +29.8% | -65.9% | -31.1% |
| 3Y | +950.7% | +28.7% | +922.0% | +1,184.5% |
| All | +950.7% | +29.8% | +920.9% | +1,184.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling