+1,028.6%
HOOD vs ED
+34.8%
+993.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -3.1% |
| 7D | +17.1% | -0.2% | +17.3% | +16.8% |
| 30D | +31.6% | -0.1% | +31.7% | +31.8% |
| 3M | +38.2% | +3.9% | +34.3% | +43.2% |
| 6M | +48.5% | -3.0% | +51.6% | +47.4% |
| YTD | +8.0% | +10.7% | -2.7% | +17.2% |
| 1Y | +18.7% | +13.3% | +5.3% | +31.6% |
| All | +1,028.6% | +34.8% | +993.7% | +1,131.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling