+250.7%
HOOD vs HD
+12.2%
+238.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.7% |
| 7D | +17.1% | -2.1% | +19.2% | +18.8% |
| 30D | +31.6% | -8.4% | +40.0% | +39.6% |
| 3M | +38.2% | +4.3% | +33.9% | +32.3% |
| 6M | +48.5% | -11.1% | +59.7% | +59.7% |
| YTD | +8.0% | -4.7% | +12.6% | +9.3% |
| 1Y | +18.7% | -19.8% | +38.5% | +36.0% |
| 3Y | +999.1% | +4.1% | +995.0% | +903.9% |
| 5Y | +181.7% | +10.3% | +171.4% | +162.7% |
| All | +250.7% | +12.2% | +238.5% | +240.0% |
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