+177.3%
HOOD vs PBR
+552.2%
-374.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.5% |
| 7D | -7.8% | +5.4% | -13.2% | -8.7% |
| 30D | +18.6% | +22.9% | -4.3% | +14.2% |
| 3M | +22.1% | +19.6% | +2.4% | +17.7% |
| 6M | +43.1% | +16.5% | +26.6% | +37.2% |
| YTD | -0.5% | +86.7% | -87.1% | -14.4% |
| 1Y | -4.4% | +74.7% | -79.1% | -16.6% |
| 3Y | +938.5% | +102.6% | +835.9% | +766.0% |
| All | +177.3% | +552.2% | -374.9% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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