+193.0%
HOOD vs EFX
-35.1%
+228.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.1% | -0.8% | -2.0% |
| 7D | +13.4% | -7.8% | +21.2% | +19.2% |
| 30D | +25.8% | -5.7% | +31.5% | +30.0% |
| 3M | +38.0% | +2.5% | +35.5% | +31.9% |
| 6M | +52.2% | -16.7% | +68.9% | +66.0% |
| YTD | +3.7% | -20.2% | +23.9% | +15.4% |
| 1Y | +0.1% | -31.4% | +31.4% | +22.7% |
| 3Y | +992.6% | -10.5% | +1,003.1% | +930.5% |
| 5Y | +193.0% | -35.2% | +228.2% | +243.2% |
| All | +193.0% | -35.1% | +228.1% | +243.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling