+123.6%
HOOD vs ED
+94.8%
+28.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.4% | -5.7% | -3.8% |
| 7D | -3.8% | +2.1% | -5.8% | -3.0% |
| 30D | -23.0% | +10.4% | -33.4% | -19.9% |
| 3M | -21.6% | +12.5% | -34.2% | -17.8% |
| 6M | +1.4% | +14.9% | -13.5% | +7.5% |
| YTD | -31.2% | +24.8% | -56.0% | -25.3% |
| 1Y | -35.9% | +23.8% | -59.8% | -30.5% |
| 3Y | +836.9% | +51.6% | +785.3% | +900.6% |
| 5Y | +121.1% | +86.4% | +34.7% | +177.3% |
| All | +123.6% | +94.8% | +28.8% | +220.4% |
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