+133.6%
HOOD vs O
+14.1%
+119.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.6% |
| 7D | +3.8% | -0.4% | +4.2% | +4.0% |
| 30D | -26.4% | +8.3% | -34.7% | -29.3% |
| 3M | -14.3% | -4.0% | -10.3% | -12.7% |
| 6M | +3.9% | -2.6% | +6.6% | +4.3% |
| YTD | -28.1% | +9.9% | -38.0% | -33.0% |
| 1Y | -38.8% | +9.8% | -48.7% | -43.1% |
| 3Y | +888.5% | +39.7% | +848.7% | +640.3% |
| 5Y | +131.0% | +9.2% | +121.9% | +105.7% |
| All | +133.6% | +14.1% | +119.5% | +139.1% |
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