+1,028.6%
HOOD vs LTH
+152.2%
+876.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.2% |
| 7D | +17.1% | -0.6% | +17.8% | +17.3% |
| 30D | +31.6% | -4.6% | +36.2% | +34.0% |
| 3M | +38.2% | +32.8% | +5.4% | +18.8% |
| 6M | +48.5% | +64.6% | -16.1% | +13.3% |
| YTD | +8.0% | +62.6% | -54.7% | -17.4% |
| 1Y | +18.7% | +49.9% | -31.3% | -5.9% |
| All | +1,028.6% | +152.2% | +876.3% | +620.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 3y: compounded portfolio wealth divided by compounded LTH 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…
3y analysis · Full analysis span regression · 6 months rolling