+177.3%
HOOD vs NYT
+38.8%
+138.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.1% | -0.9% |
| 7D | -7.8% | -0.6% | -7.2% | -7.5% |
| 30D | +18.6% | +4.6% | +14.0% | +15.6% |
| 3M | +22.1% | -9.6% | +31.6% | +27.2% |
| 6M | +43.1% | -14.0% | +57.1% | +52.2% |
| YTD | -0.5% | -2.8% | +2.4% | -1.9% |
| 1Y | -4.4% | +15.6% | -20.0% | -16.2% |
| 3Y | +938.5% | +56.3% | +882.2% | +609.4% |
| All | +177.3% | +38.8% | +138.5% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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