+151.0%
HOOD vs COMP
-22.6%
+173.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.7% | -5.7% | -0.5% |
| 7D | -4.4% | +9.5% | -13.9% | -7.3% |
| 30D | -23.4% | +8.1% | -31.5% | -25.6% |
| 3M | -6.5% | -16.3% | +9.8% | -1.6% |
| 6M | +14.2% | +42.2% | -28.0% | -1.3% |
| YTD | -22.7% | -5.0% | -17.7% | -24.3% |
| 1Y | -36.1% | +20.1% | -56.2% | -42.1% |
| 3Y | +802.1% | +358.4% | +443.6% | +352.5% |
| 5Y | +135.8% | -21.9% | +157.7% | +96.6% |
| All | +151.0% | -22.6% | +173.6% | +112.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling