+132.4%
HOOD vs HD
+20.0%
+112.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.1% | +4.4% |
| 7D | -4.8% | +4.3% | -9.1% | -7.6% |
| 30D | -26.1% | +20.2% | -46.3% | -35.2% |
| 3M | -10.8% | -1.0% | -9.8% | -10.7% |
| 6M | +2.4% | +7.9% | -5.6% | -4.7% |
| YTD | -28.5% | +2.0% | -30.4% | -31.2% |
| 1Y | -36.3% | -4.3% | -32.0% | -36.2% |
| 3Y | +743.7% | +25.9% | +717.8% | +563.2% |
| 5Y | +118.6% | +5.8% | +112.8% | +75.0% |
| All | +132.4% | +20.0% | +112.3% | +114.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling