+250.7%
HOOD vs HL
+205.6%
+45.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.4% | -1.3% |
| 7D | +17.1% | +1.5% | +15.6% | +16.6% |
| 30D | +31.6% | +25.1% | +6.5% | +22.6% |
| 3M | +38.2% | +22.9% | +15.3% | +28.9% |
| 6M | +48.5% | -4.9% | +53.4% | +48.4% |
| YTD | +8.0% | +7.8% | +0.1% | +2.3% |
| 1Y | +18.7% | +133.9% | -115.2% | -13.3% |
| 3Y | +999.1% | +380.9% | +618.2% | +514.7% |
| 5Y | +181.7% | +230.2% | -48.5% | +43.6% |
| All | +250.7% | +205.6% | +45.1% | +66.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling