+250.7%
HOOD vs EFX
-28.9%
+279.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.4% | +4.3% | +1.7% |
| 7D | +17.1% | -8.6% | +25.8% | +23.5% |
| 30D | +31.6% | +0.1% | +31.5% | +31.1% |
| 3M | +38.2% | +3.8% | +34.4% | +31.4% |
| 6M | +48.5% | -13.5% | +62.0% | +57.9% |
| YTD | +8.0% | -17.7% | +25.6% | +17.5% |
| 1Y | +18.7% | -25.6% | +44.2% | +36.7% |
| 3Y | +999.1% | -12.1% | +1,011.2% | +970.9% |
| 5Y | +181.7% | -33.8% | +215.5% | +156.3% |
| All | +250.7% | -28.9% | +279.6% | +321.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling