-2.7%
HOOD vs EFX
-32.8%
+30.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.4% |
| 7D | +7.7% | -9.4% | +17.1% | +9.8% |
| 30D | +22.0% | -6.9% | +28.8% | +23.6% |
| 3M | +37.6% | +0.1% | +37.5% | +36.7% |
| 6M | +45.3% | -17.3% | +62.6% | +52.6% |
| YTD | +1.9% | -21.8% | +23.8% | +8.6% |
| 1Y | -2.7% | -32.5% | +29.8% | +3.2% |
| All | -2.7% | -32.8% | +30.0% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling