+127.0%
HOOD vs JPM
+131.4%
-4.4%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +0.6% |
| 7D | -0.6% | +0.4% | -1.1% | -0.9% |
| 30D | -23.6% | +2.7% | -26.3% | -25.7% |
| 3M | -10.7% | -3.8% | -6.8% | -7.2% |
| 6M | +8.2% | +14.3% | -6.1% | -7.0% |
| YTD | -26.3% | +8.2% | -34.5% | -32.7% |
| 1Y | -36.1% | +11.0% | -47.1% | -43.3% |
| 3Y | +950.7% | +152.7% | +798.0% | +358.9% |
| 5Y | +127.0% | +130.8% | -3.8% | -0.9% |
| All | +127.0% | +131.4% | -4.4% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling