-36.1%
HOOD vs FIS
-50.5%
+14.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -23.7% | +25.7% | +4.0% |
| 7D | -4.4% | -18.4% | +14.0% | -3.9% |
| 30D | -23.4% | -11.4% | -12.0% | -24.7% |
| 3M | -6.5% | -32.0% | +25.5% | -1.6% |
| 6M | +14.2% | -35.6% | +49.8% | +23.0% |
| YTD | -22.7% | -53.8% | +31.1% | -12.9% |
| 1Y | -36.1% | -51.1% | +15.0% | -28.4% |
| All | -36.1% | -50.5% | +14.4% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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