+139.3%
HOOD vs PCAR
+129.0%
+10.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.7% | -0.7% | +0.6% |
| 7D | -0.6% | +2.9% | -3.5% | -2.4% |
| 30D | -23.6% | -2.1% | -21.4% | -22.5% |
| 3M | -10.7% | -20.4% | +9.7% | +3.4% |
| 6M | +8.2% | -7.0% | +15.1% | +11.9% |
| YTD | -26.3% | -2.6% | -23.7% | -26.8% |
| 1Y | -36.1% | +9.8% | -45.9% | -41.7% |
| 3Y | +950.7% | +37.3% | +913.4% | +700.7% |
| 5Y | +127.0% | +116.4% | +10.6% | +28.2% |
| All | +139.3% | +129.0% | +10.3% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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