+123.6%
HOOD vs IT
-26.9%
+150.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.0% | -4.6% |
| 7D | -3.8% | +1.1% | -4.8% | -4.2% |
| 30D | -23.0% | -1.8% | -21.1% | -23.5% |
| 3M | -21.6% | +4.8% | -26.5% | -25.1% |
| 6M | +1.4% | +33.0% | -31.6% | -17.3% |
| YTD | -31.2% | -23.8% | -7.3% | -24.5% |
| 1Y | -35.9% | -16.5% | -19.4% | -34.1% |
| 3Y | +836.9% | -53.6% | +890.6% | +1,325.7% |
| 5Y | +121.1% | -42.1% | +163.3% | +159.6% |
| All | +123.6% | -26.9% | +150.5% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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