+113.0%
HOOD vs FE
+42.2%
+70.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.4% | +4.6% | +3.4% |
| 7D | -4.8% | -1.0% | -3.8% | -4.7% |
| 30D | -26.1% | +4.1% | -30.3% | -26.6% |
| 3M | -10.8% | -1.0% | -9.8% | -10.8% |
| 6M | +2.4% | +4.0% | -1.7% | +1.2% |
| YTD | -28.5% | +6.8% | -35.3% | -29.9% |
| 1Y | -36.3% | +5.3% | -41.6% | -37.3% |
| 3Y | +743.7% | +44.6% | +699.1% | +618.1% |
| All | +113.0% | +42.2% | +70.8% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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