+963.5%
HOOD vs EFA
+64.9%
+898.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.6% | +0.5% |
| 7D | +7.7% | -0.5% | +8.2% | +9.1% |
| 30D | +22.0% | -1.3% | +23.3% | +26.2% |
| 3M | +37.6% | +5.2% | +32.4% | +25.4% |
| 6M | +45.3% | +9.4% | +35.9% | +23.5% |
| YTD | +1.9% | +12.7% | -10.8% | -18.4% |
| 1Y | -2.7% | +19.3% | -22.0% | -29.8% |
| All | +963.5% | +64.9% | +898.5% | +325.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling