+250.7%
HOOD vs PATH
-75.8%
+326.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -16.6% | +14.5% | +6.0% |
| 7D | +17.1% | -16.3% | +33.4% | +26.6% |
| 30D | +31.6% | +9.9% | +21.7% | +24.1% |
| 3M | +38.2% | +30.2% | +8.1% | +18.4% |
| 6M | +48.5% | +37.2% | +11.3% | +21.1% |
| YTD | +8.0% | -7.3% | +15.3% | +6.2% |
| 1Y | +18.7% | +40.0% | -21.3% | -10.0% |
| 3Y | +999.1% | -4.4% | +1,003.5% | +804.9% |
| 5Y | +181.7% | -76.0% | +257.7% | +319.2% |
| All | +250.7% | -75.8% | +326.5% | +418.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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