+204.9%
HOOD vs CHD
+24.3%
+180.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +17.1% | -2.7% | +19.8% | +16.9% |
| 30D | +31.6% | -4.6% | +36.2% | +31.2% |
| 3M | +38.2% | +5.0% | +33.2% | +38.8% |
| 6M | +48.5% | -3.2% | +51.8% | +48.7% |
| YTD | +8.0% | +18.6% | -10.7% | +8.5% |
| 1Y | +18.7% | +4.8% | +13.8% | +19.0% |
| 3Y | +999.1% | +6.1% | +993.0% | +984.2% |
| All | +204.9% | +24.3% | +180.6% | +197.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling