+193.0%
HOOD vs OMC
+32.6%
+160.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.8% | -2.1% | -2.9% |
| 7D | +13.4% | -5.8% | +19.1% | +17.2% |
| 30D | +25.8% | -4.8% | +30.6% | +29.3% |
| 3M | +38.0% | +9.2% | +28.8% | +29.3% |
| 6M | +52.2% | -2.5% | +54.7% | +52.3% |
| YTD | +3.7% | +2.6% | +1.2% | -0.4% |
| 1Y | +0.1% | +5.9% | -5.9% | -7.5% |
| 3Y | +992.6% | +14.2% | +978.4% | +816.8% |
| 5Y | +193.0% | +33.2% | +159.7% | +104.7% |
| All | +193.0% | +32.6% | +160.4% | +104.7% |
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