+231.1%
HOOD vs EQX
+82.0%
+149.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.4% | -2.2% |
| 7D | +7.7% | +1.7% | +6.0% | +7.4% |
| 30D | +22.0% | +11.1% | +10.9% | +19.1% |
| 3M | +37.6% | +23.1% | +14.5% | +30.4% |
| 6M | +45.3% | -21.8% | +67.1% | +52.4% |
| YTD | +1.9% | -8.1% | +10.0% | +2.7% |
| 1Y | -2.7% | +29.7% | -32.4% | -8.9% |
| 3Y | +973.4% | +179.9% | +793.5% | +741.7% |
| 5Y | +179.3% | +82.5% | +96.8% | +131.8% |
| All | +231.1% | +82.0% | +149.1% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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