+151.0%
HOOD vs LIN
+89.2%
+61.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +0.3% |
| 7D | -4.4% | +3.3% | -7.7% | -6.6% |
| 30D | -23.4% | +8.8% | -32.2% | -27.9% |
| 3M | -6.5% | +8.6% | -15.2% | -12.1% |
| 6M | +14.2% | +7.0% | +7.2% | +7.2% |
| YTD | -22.7% | +24.3% | -47.0% | -36.6% |
| 1Y | -36.1% | +27.3% | -63.4% | -48.7% |
| 3Y | +802.1% | +38.9% | +763.1% | +579.8% |
| 5Y | +135.8% | +69.4% | +66.4% | +46.3% |
| All | +151.0% | +89.2% | +61.8% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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