+18.7%
HOOD vs FDS
-17.4%
+36.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.5% | +1.4% | -1.7% |
| 7D | +17.1% | -1.9% | +19.0% | +17.4% |
| 30D | +31.6% | +9.0% | +22.6% | +30.4% |
| 3M | +38.2% | +18.9% | +19.4% | +34.7% |
| 6M | +48.5% | +35.1% | +13.4% | +41.8% |
| YTD | +8.0% | +5.5% | +2.5% | +3.3% |
| 1Y | +18.7% | -16.8% | +35.5% | +19.4% |
| All | +18.7% | -17.4% | +36.0% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 1y: compounded portfolio wealth divided by compounded FDS 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…
1y analysis · Full analysis span regression · 6 months rolling