-3.5%
HOOD vs JPM
+21.4%
-25.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.4% |
| 7D | -9.1% | -2.3% | -6.8% | -7.1% |
| 30D | +20.1% | -2.3% | +22.4% | +22.6% |
| 3M | +31.2% | +14.9% | +16.3% | +14.6% |
| 6M | +44.3% | +23.6% | +20.7% | +15.3% |
| YTD | +0.2% | +11.3% | -11.1% | -10.1% |
| 1Y | -3.5% | +19.9% | -23.4% | -17.5% |
| All | -3.5% | +21.4% | -25.0% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 1y: compounded portfolio wealth divided by compounded JPM 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…
1y analysis · Full analysis span regression · 6 months rolling