+133.6%
HOOD vs ED
+92.0%
+41.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.1% | -2.1% |
| 7D | -5.1% | +2.1% | -7.2% | -4.3% |
| 30D | -25.4% | +12.4% | -37.8% | -22.0% |
| 3M | -14.0% | +13.1% | -27.1% | -9.7% |
| 6M | +5.6% | +14.1% | -8.5% | +11.5% |
| YTD | -28.1% | +23.1% | -51.1% | -22.5% |
| 1Y | -40.1% | +25.4% | -65.6% | -35.1% |
| 3Y | +888.2% | +47.9% | +840.4% | +951.1% |
| 5Y | +135.8% | +81.9% | +53.9% | +192.3% |
| All | +133.6% | +92.0% | +41.5% | +232.8% |
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