+139.3%
HOOD vs O
+14.6%
+124.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.6% |
| 7D | -0.6% | +3.3% | -4.0% | -2.2% |
| 30D | -23.6% | +10.3% | -33.9% | -27.2% |
| 3M | -10.7% | -3.5% | -7.2% | -9.3% |
| 6M | +8.2% | -1.3% | +9.4% | +7.8% |
| YTD | -26.3% | +10.3% | -36.7% | -31.5% |
| 1Y | -36.1% | +10.4% | -46.5% | -40.8% |
| 3Y | +950.7% | +40.0% | +910.7% | +686.8% |
| 5Y | +127.0% | +12.4% | +114.7% | +104.6% |
| All | +139.3% | +14.6% | +124.7% | +144.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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