+131.0%
HOOD vs M
-4.1%
+135.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.1% | -1.7% | -3.0% |
| 7D | +3.8% | +0.6% | +3.2% | +3.4% |
| 30D | -26.4% | +7.0% | -33.4% | -28.4% |
| 3M | -14.3% | +3.1% | -17.4% | -15.6% |
| 6M | +3.9% | +33.5% | -29.6% | -8.1% |
| YTD | -28.1% | +13.4% | -41.5% | -33.2% |
| 1Y | -38.8% | +22.4% | -61.3% | -45.2% |
| 3Y | +888.5% | +150.9% | +737.6% | +495.1% |
| 5Y | +131.0% | -3.0% | +134.1% | +84.0% |
| All | +131.0% | -4.1% | +135.1% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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