+127.0%
HOOD vs FND
-60.4%
+187.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.1% | -1.1% | +0.9% |
| 7D | -0.6% | +8.5% | -9.1% | -4.8% |
| 30D | -23.6% | +17.2% | -40.8% | -29.8% |
| 3M | -10.7% | -14.9% | +4.2% | -4.1% |
| 6M | +8.2% | +3.1% | +5.1% | +2.3% |
| YTD | -26.3% | -12.4% | -13.9% | -25.0% |
| 1Y | -36.1% | -10.0% | -26.1% | -36.2% |
| 3Y | +950.7% | -31.3% | +982.0% | +969.9% |
| 5Y | +127.0% | -60.3% | +187.3% | +255.5% |
| All | +127.0% | -60.4% | +187.5% | +255.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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