+175.3%
HOOD vs EFA
+51.0%
+124.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.8% | -0.1% |
| 7D | -9.1% | -2.4% | -6.8% | -5.0% |
| 30D | +20.1% | -2.2% | +22.3% | +26.2% |
| 3M | +31.2% | +5.7% | +25.6% | +19.4% |
| 6M | +44.3% | +8.2% | +36.1% | +26.6% |
| YTD | +0.2% | +11.8% | -11.6% | -17.0% |
| 1Y | -3.5% | +18.3% | -21.8% | -27.4% |
| 3Y | +955.2% | +64.9% | +890.3% | +359.1% |
| 5Y | +175.3% | +52.4% | +122.9% | +47.9% |
| All | +175.3% | +51.0% | +124.3% | +47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling