+147.5%
HOOD vs LOW
+9.2%
+138.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.1% |
| 7D | -3.2% | +1.0% | -4.2% | -3.8% |
| 30D | -22.6% | +25.6% | -48.2% | -34.2% |
| 3M | -10.4% | +5.3% | -15.7% | -14.1% |
| 6M | +4.7% | +3.7% | +1.0% | +0.3% |
| YTD | -25.2% | -1.9% | -23.4% | -26.6% |
| 1Y | -35.9% | +0.6% | -36.5% | -38.6% |
| 3Y | +927.7% | +26.4% | +901.3% | +669.5% |
| 5Y | +147.5% | +10.1% | +137.4% | +91.0% |
| All | +147.5% | +9.2% | +138.3% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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