+123.6%
HOOD vs PCAR
+131.8%
-8.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.5% |
| 7D | -3.8% | +4.9% | -8.7% | -6.7% |
| 30D | -23.0% | -1.4% | -21.5% | -22.2% |
| 3M | -21.6% | -18.1% | -3.5% | -10.8% |
| 6M | +1.4% | -4.0% | +5.5% | +2.9% |
| YTD | -31.2% | -1.5% | -29.7% | -32.1% |
| 1Y | -35.9% | +13.2% | -49.1% | -42.8% |
| 3Y | +836.9% | +35.8% | +801.1% | +619.6% |
| 5Y | +121.1% | +114.6% | +6.5% | +23.9% |
| All | +123.6% | +131.8% | -8.2% | +24.5% |
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