+250.7%
HOOD vs LOW
+16.6%
+234.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.9% |
| 7D | +17.1% | -1.7% | +18.9% | +18.5% |
| 30D | +31.6% | -7.0% | +38.6% | +37.7% |
| 3M | +38.2% | -0.9% | +39.1% | +37.0% |
| 6M | +48.5% | -20.1% | +68.6% | +70.5% |
| YTD | +8.0% | -13.9% | +21.9% | +16.2% |
| 1Y | +18.7% | -21.1% | +39.8% | +35.1% |
| 3Y | +999.1% | -6.6% | +1,005.7% | +973.5% |
| 5Y | +181.7% | +9.4% | +172.3% | +163.5% |
| All | +250.7% | +16.6% | +234.1% | +244.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling