+250.7%
HOOD vs HPE
+309.4%
-58.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.5% | +2.4% | +0.6% |
| 7D | +17.1% | -0.6% | +17.7% | +17.9% |
| 30D | +31.6% | -2.3% | +33.9% | +33.3% |
| 3M | +38.2% | -2.9% | +41.1% | +38.4% |
| 6M | +48.5% | +143.6% | -95.0% | -24.4% |
| YTD | +8.0% | +118.5% | -110.6% | -40.8% |
| 1Y | +18.7% | +129.2% | -110.5% | -37.2% |
| 3Y | +999.1% | +212.5% | +786.6% | +366.3% |
| 5Y | +181.7% | +286.9% | -105.2% | +3.0% |
| All | +250.7% | +309.4% | -58.7% | +33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling