+122.7%
HOOD vs EW
-7.9%
+130.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -5.0% |
| 7D | -3.8% | +4.9% | -8.7% | -6.3% |
| 30D | -23.0% | +23.9% | -46.9% | -31.8% |
| 3M | -21.6% | +15.8% | -37.4% | -28.2% |
| 6M | +1.4% | +31.7% | -30.2% | -14.2% |
| YTD | -31.2% | +25.7% | -56.8% | -40.4% |
| 1Y | -35.9% | +24.4% | -60.4% | -44.1% |
| 3Y | +836.9% | +65.9% | +771.1% | +512.1% |
| All | +122.7% | -7.9% | +130.6% | +124.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling