-35.9%
HOOD vs HPE
+115.8%
-151.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.8% | -0.8% | +2.4% |
| 7D | -3.2% | +0.3% | -3.6% | -3.3% |
| 30D | -22.6% | -28.6% | +6.0% | -14.6% |
| 3M | -10.4% | -7.4% | -3.0% | -9.8% |
| 6M | +4.7% | +63.7% | -59.0% | -21.8% |
| YTD | -25.2% | +111.7% | -136.9% | -50.9% |
| 1Y | -35.9% | +123.5% | -159.4% | -59.9% |
| All | -35.9% | +115.8% | -151.7% | -59.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling