+917.8%
HOOD vs HPE
+241.5%
+676.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.8% | -0.8% | +1.4% |
| 7D | -3.2% | +0.3% | -3.6% | -3.4% |
| 30D | -22.6% | -28.6% | +6.0% | -8.0% |
| 3M | -10.4% | -7.4% | -3.0% | -10.1% |
| 6M | +4.7% | +63.7% | -59.0% | -32.4% |
| YTD | -25.2% | +111.7% | -136.9% | -60.9% |
| 1Y | -35.9% | +123.5% | -159.4% | -67.8% |
| All | +917.8% | +241.5% | +676.3% | +316.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling