+917.8%
HOOD vs HD
+31.8%
+886.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | -3.2% | -1.2% | -2.1% | -2.6% |
| 30D | -22.6% | +20.9% | -43.4% | -30.1% |
| 3M | -10.4% | -0.2% | -10.2% | -10.3% |
| 6M | +4.7% | +14.5% | -9.8% | -4.0% |
| YTD | -25.2% | +4.3% | -29.5% | -28.1% |
| 1Y | -35.9% | -3.5% | -32.4% | -35.1% |
| All | +917.8% | +31.8% | +886.0% | +757.3% |
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