+113.0%
HOOD vs EW
-14.5%
+127.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +2.5% |
| 7D | -4.8% | +11.0% | -15.8% | -10.3% |
| 30D | -26.1% | +19.1% | -45.2% | -33.2% |
| 3M | -10.8% | +14.4% | -25.2% | -17.8% |
| 6M | +2.4% | +22.8% | -20.4% | -10.2% |
| YTD | -28.5% | +19.8% | -48.3% | -36.4% |
| 1Y | -36.3% | +23.9% | -60.2% | -44.4% |
| 3Y | +743.7% | +52.2% | +691.5% | +483.0% |
| All | +113.0% | -14.5% | +127.5% | +122.7% |
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