+133.6%
HOOD vs ON
+85.8%
+47.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.7% |
| 7D | -5.1% | -4.1% | -1.0% | -3.4% |
| 30D | -25.4% | -10.2% | -15.2% | -21.8% |
| 3M | -14.0% | -12.7% | -1.2% | -9.4% |
| 6M | +5.6% | -32.5% | +38.1% | +16.3% |
| YTD | -28.1% | +28.6% | -56.6% | -44.5% |
| 1Y | -40.1% | +43.4% | -83.6% | -56.3% |
| 3Y | +888.2% | +3.3% | +884.9% | +663.1% |
| 5Y | +135.8% | +22.5% | +113.3% | +41.8% |
| All | +133.6% | +85.8% | +47.8% | -11.8% |
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