+189.8%
HOOD vs ED
+67.1%
+122.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -2.5% |
| 7D | +17.1% | -0.2% | +17.3% | +17.0% |
| 30D | +31.6% | -0.1% | +31.7% | +31.7% |
| 3M | +38.2% | +3.9% | +34.3% | +40.4% |
| 6M | +48.5% | -3.0% | +51.6% | +48.2% |
| YTD | +8.0% | +10.7% | -2.7% | +11.5% |
| 1Y | +18.7% | +13.3% | +5.3% | +23.5% |
| 3Y | +999.1% | +34.5% | +964.6% | +1,011.0% |
| All | +189.8% | +67.1% | +122.8% | +235.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling