+237.0%
HOOD vs OPEN
-80.1%
+317.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.4% | -3.4% |
| 7D | +13.4% | +1.0% | +12.4% | +13.2% |
| 30D | +25.8% | -11.9% | +37.7% | +29.4% |
| 3M | +38.0% | -28.8% | +66.8% | +47.7% |
| 6M | +52.2% | -38.6% | +90.8% | +67.1% |
| YTD | +3.7% | -47.3% | +51.1% | +16.6% |
| 1Y | +0.1% | -49.2% | +49.2% | +3.4% |
| 3Y | +992.6% | -18.8% | +1,011.3% | +670.6% |
| 5Y | +193.0% | -83.6% | +276.6% | +166.1% |
| All | +237.0% | -80.1% | +317.1% | +211.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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