+179.3%
HOOD vs HL
+246.5%
-67.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -2.4% |
| 7D | +7.7% | +0.4% | +7.4% | +7.7% |
| 30D | +22.0% | +18.8% | +3.1% | +15.1% |
| 3M | +37.6% | +43.7% | -6.1% | +21.8% |
| 6M | +45.3% | -1.0% | +46.3% | +43.3% |
| YTD | +1.9% | +8.7% | -6.8% | -4.1% |
| 1Y | -2.7% | +105.0% | -107.7% | -27.6% |
| 3Y | +973.4% | +427.3% | +546.1% | +455.3% |
| 5Y | +179.3% | +249.3% | -70.0% | +47.4% |
| All | +179.3% | +246.5% | -67.2% | +47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling