+204.9%
HOOD vs GSK
+51.0%
+153.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -2.0% |
| 7D | +17.1% | -1.8% | +19.0% | +17.2% |
| 30D | +31.6% | -2.2% | +33.8% | +31.7% |
| 3M | +38.2% | -1.8% | +40.1% | +38.3% |
| 6M | +48.5% | -10.6% | +59.1% | +48.7% |
| YTD | +8.0% | +4.4% | +3.5% | +8.1% |
| 1Y | +18.7% | +30.4% | -11.8% | +18.0% |
| 3Y | +999.1% | +60.1% | +939.0% | +969.4% |
| All | +204.9% | +51.0% | +153.9% | +192.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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