+139.3%
HOOD vs ED
+90.6%
+48.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +2.9% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | -23.6% | +11.6% | -35.2% | -20.3% |
| 3M | -10.7% | +10.5% | -21.2% | -7.0% |
| 6M | +8.2% | +13.2% | -5.1% | +13.9% |
| YTD | -26.3% | +22.1% | -48.5% | -20.8% |
| 1Y | -36.1% | +24.2% | -60.2% | -30.9% |
| 3Y | +950.7% | +46.9% | +903.8% | +1,014.2% |
| 5Y | +127.0% | +80.8% | +46.2% | +180.9% |
| All | +139.3% | +90.6% | +48.7% | +239.9% |
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