+179.3%
HOOD vs EWZ
+63.8%
+115.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -0.7% |
| 7D | +7.7% | -0.1% | +7.8% | +7.7% |
| 30D | +22.0% | +8.2% | +13.8% | +15.3% |
| 3M | +37.6% | +13.3% | +24.3% | +25.6% |
| 6M | +45.3% | +3.6% | +41.7% | +42.1% |
| YTD | +1.9% | +21.0% | -19.0% | -10.7% |
| 1Y | -2.7% | +34.7% | -37.4% | -20.6% |
| 3Y | +973.4% | +48.3% | +925.1% | +724.7% |
| 5Y | +179.3% | +60.1% | +119.2% | +98.8% |
| All | +179.3% | +63.8% | +115.5% | +98.8% |
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