+189.8%
HOOD vs ON
+62.4%
+127.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.5% |
| 7D | +17.1% | +2.4% | +14.7% | +16.0% |
| 30D | +31.6% | -3.3% | +34.9% | +33.2% |
| 3M | +38.2% | -43.6% | +81.8% | +68.6% |
| 6M | +48.5% | +19.0% | +29.6% | +23.4% |
| YTD | +8.0% | +37.4% | -29.4% | -17.6% |
| 1Y | +18.7% | +54.8% | -36.1% | -15.0% |
| 3Y | +999.1% | -25.2% | +1,024.3% | +904.6% |
| All | +189.8% | +62.4% | +127.4% | +71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling