+743.7%
HOOD vs PCG
-21.6%
+765.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.0% | +5.2% | +3.6% |
| 7D | -4.8% | -1.6% | -3.2% | -4.5% |
| 30D | -26.1% | +1.4% | -27.5% | -26.3% |
| 3M | -10.8% | -23.4% | +12.6% | -6.8% |
| 6M | +2.4% | -19.4% | +21.7% | +4.8% |
| YTD | -28.5% | -18.5% | -10.0% | -27.4% |
| 1Y | -36.3% | -19.5% | -16.8% | -35.1% |
| 3Y | +743.7% | -21.0% | +764.7% | +779.2% |
| All | +743.7% | -21.6% | +765.3% | +779.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 3y: compounded portfolio wealth divided by compounded PCG 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…
3y analysis · Full analysis span regression · 6 months rolling