+231.1%
HOOD vs HPE
+363.7%
-132.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.1% | -6.9% | -4.7% |
| 7D | +7.7% | +13.6% | -5.9% | -0.4% |
| 30D | +22.0% | +7.7% | +14.2% | +16.0% |
| 3M | +37.6% | +22.4% | +15.2% | +19.2% |
| 6M | +45.3% | +172.6% | -127.3% | -31.1% |
| YTD | +1.9% | +147.5% | -145.6% | -48.4% |
| 1Y | -2.7% | +151.8% | -154.5% | -51.4% |
| 3Y | +973.4% | +267.1% | +706.3% | +311.5% |
| 5Y | +179.3% | +362.8% | -183.5% | -6.2% |
| All | +231.1% | +363.7% | -132.6% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 10y: compounded portfolio wealth divided by compounded HPE 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…
10y analysis · Full analysis span regression · 6 months rolling