+992.6%
HOOD vs HL
+411.0%
+581.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.1% | -2.8% | -3.6% |
| 7D | +13.4% | +7.1% | +6.3% | +10.9% |
| 30D | +25.8% | +21.4% | +4.3% | +17.9% |
| 3M | +38.0% | +37.4% | +0.5% | +23.7% |
| 6M | +52.2% | +0.4% | +51.8% | +49.3% |
| YTD | +3.7% | +6.7% | -2.9% | -1.9% |
| 1Y | +0.1% | +102.4% | -102.3% | -25.5% |
| 3Y | +992.6% | +417.4% | +575.1% | +476.5% |
| All | +992.6% | +411.0% | +581.5% | +476.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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