+189.8%
HOOD vs FN
+289.0%
-99.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.1% | -5.2% | -3.2% |
| 7D | +17.1% | -1.7% | +18.8% | +17.8% |
| 30D | +31.6% | -22.0% | +53.6% | +42.0% |
| 3M | +38.2% | -43.0% | +81.2% | +65.0% |
| 6M | +48.5% | -27.7% | +76.3% | +55.1% |
| YTD | +8.0% | -10.5% | +18.5% | +1.1% |
| 1Y | +18.7% | +12.5% | +6.2% | +0.4% |
| 3Y | +999.1% | +153.8% | +845.3% | +514.7% |
| All | +189.8% | +289.0% | -99.2% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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