+250.7%
HOOD vs ON
+98.5%
+152.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +33.3% |
| 3M | +38.2% | -43.6% | +81.8% | +69.8% |
| 6M | +48.5% | +19.0% | +29.6% | +22.5% |
| YTD | +8.0% | +37.4% | -29.4% | -18.5% |
| 1Y | +18.7% | +54.8% | -36.1% | -16.2% |
| 3Y | +999.1% | -25.2% | +1,024.3% | +904.8% |
| 5Y | +181.7% | +62.7% | +119.0% | +34.7% |
| All | +250.7% | +98.5% | +152.2% | +29.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling