+189.8%
HOOD vs F
+55.4%
+134.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -3.0% |
| 7D | +17.1% | +5.3% | +11.8% | +13.7% |
| 30D | +31.6% | +4.6% | +27.0% | +28.4% |
| 3M | +38.2% | -3.7% | +41.9% | +40.8% |
| 6M | +48.5% | +16.8% | +31.7% | +33.5% |
| YTD | +8.0% | +15.3% | -7.3% | -2.8% |
| 1Y | +18.7% | +31.0% | -12.4% | -2.4% |
| 3Y | +999.1% | +45.4% | +953.7% | +702.5% |
| All | +189.8% | +55.4% | +134.5% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 F 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