+250.7%
HOOD vs IT
-29.1%
+279.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.6% | +2.5% | -0.1% |
| 7D | +17.1% | -6.0% | +23.2% | +20.5% |
| 30D | +31.6% | 0.0% | +31.6% | +31.3% |
| 3M | +38.2% | +13.1% | +25.2% | +27.0% |
| 6M | +48.5% | +11.7% | +36.8% | +34.3% |
| YTD | +8.0% | -26.1% | +34.1% | +22.7% |
| 1Y | +18.7% | -21.3% | +39.9% | +27.9% |
| 3Y | +999.1% | -46.7% | +1,045.8% | +1,402.9% |
| 5Y | +181.7% | -40.5% | +222.2% | +231.0% |
| All | +250.7% | -29.1% | +279.8% | +289.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling