+122.7%
HOOD vs HPE
+278.3%
-155.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.7% | -0.6% | -2.2% |
| 7D | -3.8% | +7.9% | -11.6% | -7.8% |
| 30D | -23.0% | -23.5% | +0.5% | -11.1% |
| 3M | -21.6% | -19.1% | -2.6% | -14.7% |
| 6M | +1.4% | +51.4% | -50.0% | -31.1% |
| YTD | -31.2% | +103.4% | -134.6% | -63.0% |
| 1Y | -35.9% | +114.4% | -150.3% | -66.8% |
| 3Y | +836.9% | +224.7% | +612.3% | +257.9% |
| All | +122.7% | +278.3% | -155.6% | -27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling