+231.1%
HOOD vs EFX
-32.5%
+263.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -0.5% |
| 7D | +7.7% | -9.4% | +17.1% | +14.3% |
| 30D | +22.0% | -6.9% | +28.8% | +26.9% |
| 3M | +37.6% | +0.1% | +37.5% | +33.7% |
| 6M | +45.3% | -17.3% | +62.6% | +58.6% |
| YTD | +1.9% | -21.8% | +23.8% | +14.5% |
| 1Y | -2.7% | -32.5% | +29.8% | +19.6% |
| 3Y | +973.4% | -12.3% | +985.7% | +937.8% |
| 5Y | +179.3% | -36.6% | +215.9% | +169.7% |
| All | +231.1% | -32.5% | +263.6% | +310.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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