+113.0%
HOOD vs OPEN
-93.8%
+206.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -21.8% | +25.0% | +8.0% |
| 7D | -4.8% | -22.2% | +17.4% | -0.3% |
| 30D | -26.1% | -38.3% | +12.2% | -18.9% |
| 3M | -10.8% | -59.4% | +48.6% | +7.4% |
| 6M | +2.4% | -74.4% | +76.7% | +35.2% |
| YTD | -28.5% | -76.0% | +47.5% | -5.4% |
| 1Y | -36.3% | -78.7% | +42.3% | -14.5% |
| 3Y | +743.7% | -30.0% | +773.7% | +463.3% |
| All | +113.0% | -93.8% | +206.8% | +191.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling