-45.0%
HOOD vs FISV
-1.6%
-43.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +1.1% | -11.4% | -10.6% |
| 7D | -14.4% | +29.4% | -43.8% | -20.5% |
| 30D | -30.0% | +38.0% | -68.0% | -36.4% |
| 3M | -15.5% | +15.9% | -31.5% | -18.8% |
| 6M | +1.8% | +9.5% | -7.8% | +0.3% |
| YTD | -30.7% | -6.6% | -24.1% | -26.7% |
| 1Y | -45.0% | -2.0% | -43.0% | -45.3% |
| All | -45.0% | -1.6% | -43.4% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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