+231.1%
HOOD vs ED
+73.1%
+158.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -2.0% |
| 7D | +7.7% | -0.2% | +7.9% | +7.6% |
| 30D | +22.0% | +1.9% | +20.0% | +22.9% |
| 3M | +37.6% | +1.9% | +35.8% | +38.9% |
| 6M | +45.3% | -2.3% | +47.5% | +45.3% |
| YTD | +1.9% | +10.9% | -9.0% | +5.5% |
| 1Y | -2.7% | +14.5% | -17.2% | +1.6% |
| 3Y | +973.4% | +33.4% | +940.0% | +995.9% |
| 5Y | +179.3% | +67.3% | +112.0% | +231.1% |
| All | +231.1% | +73.1% | +158.0% | +352.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling