+189.8%
HOOD vs M
+27.3%
+162.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -3.0% |
| 7D | +17.1% | +4.7% | +12.4% | +15.2% |
| 30D | +31.6% | -9.6% | +41.2% | +36.4% |
| 3M | +38.2% | +0.9% | +37.4% | +36.7% |
| 6M | +48.5% | +22.3% | +26.3% | +36.3% |
| YTD | +8.0% | +6.5% | +1.4% | +3.2% |
| 1Y | +18.7% | +38.8% | -20.1% | +1.8% |
| 3Y | +999.1% | +115.9% | +883.2% | +623.8% |
| All | +189.8% | +27.3% | +162.6% | +124.7% |
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