+139.3%
HOOD vs NDAQ
+88.1%
+51.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.7% | +1.7% |
| 7D | -0.6% | -0.1% | -0.5% | -0.3% |
| 30D | -23.6% | +15.9% | -39.4% | -34.6% |
| 3M | -10.7% | +15.1% | -25.8% | -22.6% |
| 6M | +8.2% | +22.9% | -14.7% | -14.4% |
| YTD | -26.3% | +12.8% | -39.2% | -36.6% |
| 1Y | -36.1% | +26.0% | -62.1% | -51.4% |
| 3Y | +950.7% | +119.7% | +831.0% | +372.0% |
| 5Y | +127.0% | +65.4% | +61.6% | +22.1% |
| All | +139.3% | +88.1% | +51.2% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling