+113.0%
HOOD vs IT
-43.2%
+156.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.0% | +7.2% | +4.8% |
| 7D | -4.8% | -16.9% | +12.1% | +1.9% |
| 30D | -26.1% | +2.3% | -28.4% | -28.1% |
| 3M | -10.8% | +2.9% | -13.7% | -14.2% |
| 6M | +2.4% | +25.9% | -23.5% | -14.5% |
| YTD | -28.5% | -24.6% | -3.8% | -21.0% |
| 1Y | -36.3% | -16.0% | -20.3% | -34.8% |
| 3Y | +743.7% | -51.6% | +795.3% | +1,151.2% |
| All | +113.0% | -43.2% | +156.2% | +152.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling