+135.8%
HOOD vs EWZ
+53.9%
+81.9%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.4% |
| 7D | -5.1% | +1.3% | -6.4% | -5.8% |
| 30D | -25.4% | -26.2% | +0.8% | -10.4% |
| 3M | -14.0% | -8.6% | -5.3% | -12.4% |
| 6M | +5.6% | -17.0% | +22.6% | +15.4% |
| YTD | -28.1% | +2.2% | -30.2% | -32.4% |
| 1Y | -40.1% | +2.7% | -42.8% | -44.0% |
| 3Y | +888.2% | +18.2% | +870.0% | +734.4% |
| 5Y | +135.8% | +56.0% | +79.8% | +55.8% |
| All | +135.8% | +53.9% | +81.9% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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