+193.0%
HOOD vs FND
-61.9%
+254.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.6% | +0.7% | -1.6% |
| 7D | +13.4% | +0.4% | +13.0% | +13.3% |
| 30D | +25.8% | -23.6% | +49.3% | +43.4% |
| 3M | +38.0% | +4.3% | +33.6% | +30.3% |
| 6M | +52.2% | -20.3% | +72.5% | +65.3% |
| YTD | +3.7% | -21.3% | +25.0% | +12.1% |
| 1Y | +0.1% | -45.4% | +45.4% | +30.6% |
| 3Y | +992.6% | -48.9% | +1,041.4% | +1,233.7% |
| 5Y | +193.0% | -61.0% | +254.0% | +319.7% |
| All | +193.0% | -61.9% | +254.8% | +319.7% |
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