+231.1%
HOOD vs ON
+89.4%
+141.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.7% |
| 7D | +7.7% | -1.9% | +9.6% | +8.7% |
| 30D | +22.0% | -11.0% | +33.0% | +28.1% |
| 3M | +37.6% | -39.3% | +76.9% | +63.3% |
| 6M | +45.3% | +19.8% | +25.4% | +19.0% |
| YTD | +1.9% | +31.1% | -29.2% | -21.5% |
| 1Y | -2.7% | +46.0% | -48.7% | -29.4% |
| 3Y | +973.4% | -27.5% | +1,000.9% | +892.4% |
| 5Y | +179.3% | +56.9% | +122.4% | +34.0% |
| All | +231.1% | +89.4% | +141.6% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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