+743.7%
HOOD vs FIS
-39.8%
+783.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.2% | +5.5% | +4.0% |
| 7D | -4.8% | -25.5% | +20.7% | +3.6% |
| 30D | -26.1% | -15.1% | -11.1% | -24.9% |
| 3M | -10.8% | -32.1% | +21.3% | +1.2% |
| 6M | +2.4% | -36.1% | +38.4% | +18.2% |
| YTD | -28.5% | -55.4% | +26.9% | +3.3% |
| 1Y | -36.3% | -53.9% | +17.6% | -10.4% |
| 3Y | +743.7% | -39.8% | +783.4% | +1,022.6% |
| All | +743.7% | -39.8% | +783.5% | +1,022.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling