+147.5%
HOOD vs OMC
+53.9%
+93.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | -3.2% | +1.6% | -4.8% | -4.0% |
| 30D | -22.6% | +15.3% | -37.9% | -28.6% |
| 3M | -10.4% | +4.5% | -14.9% | -12.9% |
| 6M | +4.7% | +20.8% | -16.1% | -7.9% |
| YTD | -25.2% | +13.5% | -38.7% | -32.3% |
| 1Y | -35.9% | +25.2% | -61.1% | -46.3% |
| 3Y | +927.7% | +30.5% | +897.2% | +692.5% |
| 5Y | +147.5% | +52.7% | +94.9% | +59.1% |
| All | +147.5% | +53.9% | +93.6% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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