+123.6%
HOOD vs HD
+21.8%
+101.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.1% | -4.4% | -4.4% |
| 7D | -3.8% | +1.5% | -5.3% | -4.7% |
| 30D | -23.0% | +18.0% | -41.0% | -31.4% |
| 3M | -21.6% | +2.8% | -24.4% | -23.4% |
| 6M | +1.4% | +17.0% | -15.5% | -10.7% |
| YTD | -31.2% | +3.5% | -34.7% | -34.4% |
| 1Y | -35.9% | -2.6% | -33.4% | -36.5% |
| 3Y | +836.9% | +30.7% | +806.2% | +616.3% |
| 5Y | +121.1% | +6.2% | +114.9% | +74.0% |
| All | +123.6% | +21.8% | +101.8% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling