+179.3%
HOOD vs NOK
+103.7%
+75.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.1% |
| 7D | +7.7% | +9.3% | -1.6% | +3.9% |
| 30D | +22.0% | +17.9% | +4.1% | +14.2% |
| 3M | +37.6% | -22.3% | +59.9% | +48.9% |
| 6M | +45.3% | +36.4% | +8.9% | +13.7% |
| YTD | +1.9% | +66.3% | -64.4% | -28.8% |
| 1Y | -2.7% | +134.4% | -137.1% | -46.6% |
| 3Y | +973.4% | +186.6% | +786.8% | +404.0% |
| 5Y | +179.3% | +102.7% | +76.6% | +73.4% |
| All | +179.3% | +103.7% | +75.5% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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