+122.7%
HOOD vs HDB
-23.2%
+145.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.5% |
| 7D | -3.8% | +2.7% | -6.5% | -5.1% |
| 30D | -23.0% | +14.1% | -37.1% | -28.5% |
| 3M | -21.6% | +11.8% | -33.5% | -26.5% |
| 6M | +1.4% | +8.2% | -6.7% | -4.1% |
| YTD | -31.2% | -29.3% | -1.8% | -18.2% |
| 1Y | -35.9% | -28.8% | -7.1% | -24.4% |
| 3Y | +836.9% | -7.5% | +844.4% | +803.6% |
| All | +122.7% | -23.2% | +145.9% | +129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 5y: compounded portfolio wealth divided by compounded HDB 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…
5y analysis · Full analysis span regression · 6 months rolling