+189.8%
HOOD vs FIVE
+31.2%
+158.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.1% | -7.2% | -4.3% |
| 7D | +17.1% | +4.3% | +12.9% | +14.8% |
| 30D | +31.6% | +12.5% | +19.1% | +24.5% |
| 3M | +38.2% | +31.2% | +7.0% | +21.4% |
| 6M | +48.5% | +14.4% | +34.2% | +37.0% |
| YTD | +8.0% | +33.9% | -25.9% | -7.1% |
| 1Y | +18.7% | +65.1% | -46.4% | -7.3% |
| 3Y | +999.1% | +49.0% | +950.1% | +728.6% |
| All | +189.8% | +31.2% | +158.6% | +132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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