+189.8%
HOOD vs OPEN
-83.7%
+273.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.2% |
| 7D | +17.1% | -4.3% | +21.4% | +18.2% |
| 30D | +31.6% | -16.2% | +47.8% | +36.9% |
| 3M | +38.2% | -36.4% | +74.6% | +51.7% |
| 6M | +48.5% | -35.5% | +84.0% | +61.5% |
| YTD | +8.0% | -46.0% | +53.9% | +20.9% |
| 1Y | +18.7% | -47.1% | +65.8% | +20.6% |
| 3Y | +999.1% | -19.0% | +1,018.1% | +670.3% |
| All | +189.8% | -83.7% | +273.6% | +170.7% |
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