+888.2%
HOOD vs HIG
+97.9%
+790.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.6% | -3.0% |
| 7D | -5.1% | +2.1% | -7.2% | -5.6% |
| 30D | -25.4% | +6.7% | -32.1% | -26.8% |
| 3M | -14.0% | -1.9% | -12.0% | -13.5% |
| 6M | +5.6% | +5.3% | +0.2% | +3.0% |
| YTD | -28.1% | +1.3% | -29.4% | -28.9% |
| 1Y | -40.1% | +7.2% | -47.3% | -42.8% |
| 3Y | +888.2% | +96.6% | +791.6% | +997.6% |
| All | +888.2% | +97.9% | +790.3% | +997.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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