+250.7%
HOOD vs EW
-18.5%
+269.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +43.2% |
| YTD | +8.0% | +5.5% | +2.5% | +3.7% |
| 1Y | +18.7% | +11.0% | +7.6% | +10.3% |
| 3Y | +999.1% | +17.7% | +981.4% | +806.1% |
| 5Y | +181.7% | -25.7% | +207.4% | +204.9% |
| All | +250.7% | -18.5% | +269.2% | +298.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling