+175.3%
HOOD vs EQT
+192.3%
-17.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | -9.1% | -1.2% | -8.0% | -8.8% |
| 30D | +20.1% | +1.1% | +19.0% | +19.6% |
| 3M | +31.2% | +4.8% | +26.4% | +28.6% |
| 6M | +44.3% | -10.6% | +54.9% | +48.4% |
| YTD | +0.2% | +3.4% | -3.2% | -1.9% |
| 1Y | -3.5% | +8.7% | -12.2% | -7.0% |
| 3Y | +955.2% | +35.0% | +920.3% | +858.2% |
| 5Y | +175.3% | +204.2% | -29.0% | +111.1% |
| All | +175.3% | +192.3% | -17.1% | +111.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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