+113.0%
HOOD vs GSK
+43.2%
+69.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.2% |
| 7D | -4.8% | +1.7% | -6.5% | -4.8% |
| 30D | -26.1% | +7.0% | -33.2% | -26.3% |
| 3M | -10.8% | -2.7% | -8.1% | -10.7% |
| 6M | +2.4% | +1.4% | +0.9% | +2.4% |
| YTD | -28.5% | +5.3% | -33.8% | -28.3% |
| 1Y | -36.3% | +10.6% | -47.0% | -36.3% |
| 3Y | +743.7% | +62.6% | +681.1% | +718.7% |
| All | +113.0% | +43.2% | +69.8% | +83.7% |
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