+237.0%
HOOD vs O
+16.4%
+220.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.7% |
| 7D | +13.4% | -0.6% | +13.9% | +13.7% |
| 30D | +25.8% | -2.0% | +27.7% | +26.9% |
| 3M | +38.0% | +3.0% | +35.0% | +34.7% |
| 6M | +52.2% | -3.6% | +55.9% | +54.1% |
| YTD | +3.7% | +12.1% | -8.3% | -4.2% |
| 1Y | +0.1% | +8.9% | -8.8% | -6.1% |
| 3Y | +992.6% | +30.3% | +962.2% | +777.1% |
| 5Y | +193.0% | +13.7% | +179.3% | +143.7% |
| All | +237.0% | +16.4% | +220.6% | +241.9% |
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