+743.7%
HOOD vs HAS
+181.4%
+562.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.5% | +3.7% | +3.4% |
| 7D | -4.8% | -0.2% | -4.6% | -4.7% |
| 30D | -26.1% | +31.0% | -57.1% | -34.6% |
| 3M | -10.8% | +30.7% | -41.5% | -21.1% |
| 6M | +2.4% | +23.9% | -21.6% | -8.0% |
| YTD | -28.5% | +48.3% | -76.8% | -42.2% |
| 1Y | -36.3% | +60.2% | -96.6% | -50.9% |
| 3Y | +743.7% | +189.2% | +554.5% | +330.5% |
| All | +743.7% | +181.4% | +562.3% | +330.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 3y: compounded portfolio wealth divided by compounded HAS 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…
3y analysis · Full analysis span regression · 6 months rolling