+122.7%
HOOD vs NI
+113.9%
+8.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.5% |
| 7D | -3.8% | +4.3% | -8.1% | -5.5% |
| 30D | -23.0% | +12.4% | -35.3% | -26.8% |
| 3M | -21.6% | +10.2% | -31.8% | -25.0% |
| 6M | +1.4% | -0.8% | +2.3% | +1.2% |
| YTD | -31.2% | +13.2% | -44.4% | -36.0% |
| 1Y | -35.9% | +10.1% | -46.0% | -39.6% |
| 3Y | +836.9% | +103.1% | +733.8% | +568.5% |
| All | +122.7% | +113.9% | +8.8% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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