+250.7%
HOOD vs HAS
+13.4%
+237.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | +17.1% | -1.8% | +18.9% | +18.3% |
| 30D | +31.6% | +2.3% | +29.3% | +29.8% |
| 3M | +38.2% | +10.4% | +27.9% | +29.1% |
| 6M | +48.5% | -3.2% | +51.8% | +48.7% |
| YTD | +8.0% | +15.4% | -7.4% | -4.4% |
| 1Y | +18.7% | +18.8% | -0.1% | +3.0% |
| 3Y | +999.1% | +43.9% | +955.2% | +717.7% |
| 5Y | +181.7% | +13.9% | +167.8% | +172.3% |
| All | +250.7% | +13.4% | +237.3% | +240.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling