+127.0%
HOOD vs COMP
-13.7%
+140.7%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.7% | -2.7% | +1.1% |
| 7D | -0.6% | +14.5% | -15.2% | -5.0% |
| 30D | -23.6% | +14.9% | -38.5% | -27.2% |
| 3M | -10.7% | -14.2% | +3.5% | -6.7% |
| 6M | +8.2% | +23.7% | -15.6% | -1.0% |
| YTD | -26.3% | +2.1% | -28.4% | -29.5% |
| 1Y | -36.1% | +26.2% | -62.3% | -43.2% |
| 3Y | +950.7% | +470.9% | +479.8% | +382.8% |
| 5Y | +127.0% | -14.0% | +141.1% | +111.6% |
| All | +127.0% | -13.7% | +140.7% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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