+123.6%
HOOD vs EFA
+52.4%
+71.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.4% | -4.6% |
| 7D | -3.8% | +2.2% | -6.0% | -7.7% |
| 30D | -23.0% | +1.4% | -24.4% | -24.6% |
| 3M | -21.6% | -4.2% | -17.5% | -14.3% |
| 6M | +1.4% | +1.9% | -0.5% | -0.7% |
| YTD | -31.2% | +10.2% | -41.4% | -41.2% |
| 1Y | -35.9% | +12.8% | -48.7% | -47.4% |
| 3Y | +836.9% | +65.2% | +771.7% | +309.7% |
| 5Y | +121.1% | +49.8% | +71.3% | +22.4% |
| All | +123.6% | +52.4% | +71.2% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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