+836.9%
HOOD vs HD
+30.9%
+806.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.1% | -4.4% | -4.4% |
| 7D | -3.8% | +1.5% | -5.3% | -4.5% |
| 30D | -23.0% | +18.0% | -41.0% | -29.5% |
| 3M | -21.6% | +2.8% | -24.4% | -22.8% |
| 6M | +1.4% | +17.0% | -15.5% | -8.3% |
| YTD | -31.2% | +3.5% | -34.7% | -33.5% |
| 1Y | -35.9% | -2.6% | -33.4% | -35.8% |
| 3Y | +836.9% | +30.7% | +806.2% | +692.2% |
| All | +836.9% | +30.9% | +806.1% | +692.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling