+189.8%
HOOD vs EW
-25.6%
+215.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.2% |
| 7D | +17.1% | -0.3% | +17.5% | +17.2% |
| 30D | +31.6% | +1.0% | +30.5% | +30.6% |
| 3M | +38.2% | +2.8% | +35.4% | +35.3% |
| 6M | +48.5% | +5.5% | +43.0% | +43.1% |
| YTD | +8.0% | +5.5% | +2.5% | +3.7% |
| 1Y | +18.7% | +11.0% | +7.6% | +10.2% |
| 3Y | +999.1% | +17.7% | +981.4% | +803.0% |
| All | +189.8% | -25.6% | +215.4% | +231.6% |
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