+938.5%
HOOD vs CRM
+11.5%
+927.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.6% |
| 7D | -7.8% | -4.4% | -3.4% | -5.7% |
| 30D | +18.6% | +28.1% | -9.5% | +3.2% |
| 3M | +22.1% | +48.8% | -26.8% | -3.7% |
| 6M | +43.1% | +28.3% | +14.8% | +21.5% |
| YTD | -0.5% | -6.0% | +5.5% | +2.9% |
| 1Y | -4.4% | +1.4% | -5.8% | -6.5% |
| 3Y | +938.5% | +11.8% | +926.6% | +904.6% |
| All | +938.5% | +11.5% | +927.0% | +904.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 3y: compounded portfolio wealth divided by compounded CRM 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…
3y analysis · Full analysis span regression · 6 months rolling