+193.0%
HOOD vs EWT
+154.5%
+38.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.2% |
| 7D | +13.4% | +1.6% | +11.7% | +11.2% |
| 30D | +25.8% | +8.2% | +17.6% | +14.7% |
| 3M | +38.0% | +11.1% | +26.9% | +19.6% |
| 6M | +52.2% | +60.4% | -8.2% | -19.8% |
| YTD | +3.7% | +75.6% | -71.8% | -51.9% |
| 1Y | +0.1% | +91.3% | -91.3% | -58.1% |
| 3Y | +992.6% | +200.3% | +792.3% | +147.4% |
| 5Y | +193.0% | +156.4% | +36.6% | -11.7% |
| All | +193.0% | +154.5% | +38.5% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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