-38.7%
HOOD vs EW
+26.8%
-65.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.5% | +0.5% | +2.1% |
| 7D | -0.6% | +12.3% | -12.9% | -4.8% |
| 30D | -23.6% | +22.9% | -46.5% | -29.1% |
| 3M | -10.7% | +16.7% | -27.4% | -15.6% |
| 6M | +8.2% | +31.0% | -22.8% | -4.4% |
| YTD | -26.3% | +22.8% | -49.2% | -31.1% |
| All | -38.7% | +26.8% | -65.5% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling