+179.3%
HOOD vs FOXA
+87.1%
+92.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -0.5% |
| 7D | +7.7% | -5.4% | +13.2% | +11.6% |
| 30D | +22.0% | +1.1% | +20.8% | +20.6% |
| 3M | +37.6% | -6.1% | +43.7% | +39.3% |
| 6M | +45.3% | +8.2% | +37.0% | +30.9% |
| YTD | +1.9% | -11.8% | +13.7% | +7.7% |
| 1Y | -2.7% | +9.9% | -12.6% | -14.5% |
| 3Y | +973.4% | +110.7% | +862.6% | +466.6% |
| 5Y | +179.3% | +86.9% | +92.3% | +60.2% |
| All | +179.3% | +87.1% | +92.1% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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