+836.9%
HOOD vs HBM
+424.8%
+412.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -3.7% |
| 7D | -3.8% | +2.2% | -6.0% | -5.0% |
| 30D | -23.0% | -11.8% | -11.2% | -17.8% |
| 3M | -21.6% | -19.2% | -2.4% | -12.5% |
| 6M | +1.4% | -22.9% | +24.3% | +13.3% |
| YTD | -31.2% | +7.8% | -39.0% | -37.9% |
| 1Y | -35.9% | +34.9% | -70.9% | -49.0% |
| 3Y | +836.9% | +422.2% | +414.7% | +284.5% |
| All | +836.9% | +424.8% | +412.2% | +284.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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