+179.3%
HOOD vs ELV
+14.8%
+164.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.6% |
| 7D | +7.7% | -2.2% | +10.0% | +8.1% |
| 30D | +22.0% | -0.2% | +22.2% | +22.0% |
| 3M | +37.6% | -6.1% | +43.7% | +38.2% |
| 6M | +45.3% | +42.8% | +2.5% | +39.5% |
| YTD | +1.9% | +14.4% | -12.5% | 0.0% |
| 1Y | -2.7% | +28.6% | -31.3% | -5.7% |
| 3Y | +973.4% | -7.4% | +980.8% | +964.6% |
| 5Y | +179.3% | +14.5% | +164.8% | +149.2% |
| All | +179.3% | +14.8% | +164.5% | +149.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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