+250.7%
HOOD vs COMP
-14.3%
+265.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.3% |
| 7D | +17.1% | +1.4% | +15.8% | +16.8% |
| 30D | +31.6% | -13.3% | +44.9% | +37.9% |
| 3M | +38.2% | +41.1% | -2.9% | +22.6% |
| 6M | +48.5% | +17.2% | +31.4% | +37.3% |
| YTD | +8.0% | +5.2% | +2.8% | +3.0% |
| 1Y | +18.7% | +18.9% | -0.3% | +7.4% |
| 3Y | +999.1% | +215.9% | +783.2% | +529.6% |
| 5Y | +181.7% | -31.2% | +212.9% | +146.6% |
| All | +250.7% | -14.3% | +265.0% | +188.9% |
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