+250.7%
HOOD vs EFA
+58.5%
+192.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.3% |
| 7D | +17.1% | +0.6% | +16.5% | +16.2% |
| 30D | +31.6% | +0.9% | +30.7% | +30.4% |
| 3M | +38.2% | +4.9% | +33.4% | +27.5% |
| 6M | +48.5% | +8.6% | +40.0% | +29.5% |
| YTD | +8.0% | +14.6% | -6.6% | -14.6% |
| 1Y | +18.7% | +22.6% | -4.0% | -16.2% |
| 3Y | +999.1% | +66.5% | +932.6% | +370.0% |
| 5Y | +181.7% | +54.5% | +127.1% | +45.9% |
| All | +250.7% | +58.5% | +192.2% | +78.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling