+125.1%
HOOD vs FN
+215.0%
-89.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -14.2% | +3.9% | -5.4% |
| 7D | -14.4% | -16.0% | +1.6% | -9.5% |
| 30D | -30.0% | -40.1% | +10.1% | -17.2% |
| 3M | -15.5% | -43.9% | +28.4% | +0.1% |
| 6M | +1.8% | -55.6% | +57.4% | +27.4% |
| YTD | -30.7% | -35.7% | +5.0% | -28.3% |
| 1Y | -45.0% | -39.8% | -5.2% | -41.7% |
| 3Y | +709.0% | +80.3% | +628.7% | +417.6% |
| 5Y | +111.8% | +143.3% | -31.5% | +5.4% |
| All | +125.1% | +215.0% | -89.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling