+125.1%
HOOD vs HAS
+46.4%
+78.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -1.7% | -8.6% | -9.4% |
| 7D | -14.4% | 0.0% | -14.4% | -14.3% |
| 30D | -30.0% | +31.3% | -61.3% | -40.2% |
| 3M | -15.5% | +32.1% | -47.6% | -28.3% |
| 6M | +1.8% | +28.1% | -26.4% | -13.5% |
| YTD | -30.7% | +49.1% | -79.8% | -47.2% |
| 1Y | -45.0% | +60.5% | -105.5% | -60.1% |
| 3Y | +709.0% | +183.9% | +525.1% | +283.1% |
| 5Y | +111.8% | +51.2% | +60.6% | +67.4% |
| All | +125.1% | +46.4% | +78.7% | +88.0% |
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