+250.7%
HOOD vs FOXA
+92.7%
+158.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -0.2% |
| 7D | +17.1% | -4.0% | +21.1% | +19.8% |
| 30D | +31.6% | +12.0% | +19.6% | +22.9% |
| 3M | +38.2% | +0.3% | +38.0% | +34.2% |
| 6M | +48.5% | +12.5% | +36.1% | +32.4% |
| YTD | +8.0% | -9.6% | +17.6% | +12.0% |
| 1Y | +18.7% | +8.6% | +10.1% | +7.5% |
| 3Y | +999.1% | +118.5% | +880.6% | +535.8% |
| 5Y | +181.7% | +88.8% | +92.9% | +92.4% |
| All | +250.7% | +92.7% | +158.0% | +179.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling