+189.8%
HOOD vs O
+13.2%
+176.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.7% |
| 7D | +17.1% | -0.7% | +17.9% | +17.6% |
| 30D | +31.6% | -1.9% | +33.5% | +32.8% |
| 3M | +38.2% | +3.8% | +34.4% | +34.0% |
| 6M | +48.5% | -4.7% | +53.3% | +51.5% |
| YTD | +8.0% | +12.5% | -4.5% | -1.0% |
| 1Y | +18.7% | +10.8% | +7.8% | +9.6% |
| 3Y | +999.1% | +28.8% | +970.3% | +781.3% |
| All | +189.8% | +13.2% | +176.6% | +158.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling