+111.8%
HOOD vs COMP
-28.0%
+139.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -8.2% | -2.2% | -7.6% |
| 7D | -14.4% | -1.8% | -12.6% | -13.8% |
| 30D | -30.0% | -0.8% | -29.3% | -30.0% |
| 3M | -15.5% | -28.1% | +12.6% | -6.3% |
| 6M | +1.8% | +27.0% | -25.2% | -8.6% |
| YTD | -30.7% | -12.8% | -17.9% | -30.1% |
| 1Y | -45.0% | +4.9% | -49.9% | -47.9% |
| 3Y | +709.0% | +321.0% | +388.0% | +313.9% |
| 5Y | +111.8% | -25.6% | +137.4% | +101.7% |
| All | +111.8% | -28.0% | +139.8% | +101.7% |
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