+836.9%
HOOD vs FDS
-23.3%
+860.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.4% |
| 7D | -3.8% | +1.5% | -5.2% | -4.1% |
| 30D | -23.0% | +14.8% | -37.8% | -25.6% |
| 3M | -21.6% | +16.3% | -37.9% | -24.7% |
| 6M | +1.4% | +66.2% | -64.8% | -13.3% |
| YTD | -31.2% | +16.2% | -47.4% | -33.8% |
| 1Y | -35.9% | +21.8% | -57.8% | -39.8% |
| 3Y | +836.9% | -23.9% | +860.8% | +1,054.9% |
| All | +836.9% | -23.3% | +860.2% | +1,054.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling