+250.7%
HOOD vs JPM
+165.4%
+85.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.1% | -1.1% |
| 7D | +17.1% | +0.3% | +16.8% | +17.1% |
| 30D | +31.6% | -0.2% | +31.8% | +31.7% |
| 3M | +38.2% | +15.9% | +22.4% | +18.3% |
| 6M | +48.5% | +20.9% | +27.6% | +21.3% |
| YTD | +8.0% | +12.9% | -4.9% | -5.1% |
| 1Y | +18.7% | +20.3% | -1.6% | -2.5% |
| 3Y | +999.1% | +160.9% | +838.2% | +380.7% |
| 5Y | +181.7% | +154.8% | +26.9% | +21.1% |
| All | +250.7% | +165.4% | +85.3% | +70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling