+237.0%
HOOD vs HCA
+69.6%
+167.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.7% |
| 7D | +13.4% | -2.8% | +16.2% | +14.1% |
| 30D | +25.8% | -2.7% | +28.5% | +26.7% |
| 3M | +38.0% | +11.5% | +26.5% | +34.4% |
| 6M | +52.2% | -24.3% | +76.5% | +62.0% |
| YTD | +3.7% | -13.6% | +17.3% | +6.0% |
| 1Y | +0.1% | -3.2% | +3.2% | -1.7% |
| 3Y | +992.6% | +50.4% | +942.1% | +783.0% |
| 5Y | +193.0% | +64.8% | +128.2% | +105.9% |
| All | +237.0% | +69.6% | +167.4% | +168.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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