+139.3%
HOOD vs ON
+84.4%
+54.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +9.2% | -6.2% | -1.0% |
| 7D | -0.6% | -1.4% | +0.8% | 0.0% |
| 30D | -23.6% | -10.9% | -12.7% | -19.6% |
| 3M | -10.7% | -14.9% | +4.2% | -5.0% |
| 6M | +8.2% | -33.0% | +41.2% | +19.5% |
| YTD | -26.3% | +27.6% | -54.0% | -42.9% |
| 1Y | -36.1% | +44.5% | -80.6% | -53.5% |
| 3Y | +950.7% | +7.4% | +943.3% | +693.9% |
| 5Y | +127.0% | +18.7% | +108.3% | +39.5% |
| All | +139.3% | +84.4% | +54.8% | -9.4% |
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