+225.5%
HOOD vs PEG
+37.8%
+187.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | -9.1% | -0.9% | -8.2% | -8.8% |
| 30D | +20.1% | -2.8% | +22.8% | +21.4% |
| 3M | +31.2% | -6.9% | +38.2% | +35.0% |
| 6M | +44.3% | -11.4% | +55.7% | +51.8% |
| YTD | +0.2% | -7.4% | +7.6% | +2.8% |
| 1Y | -3.5% | -8.3% | +4.8% | -0.8% |
| 3Y | +955.2% | +31.5% | +923.7% | +838.0% |
| 5Y | +175.3% | +38.0% | +137.3% | +160.3% |
| All | +225.5% | +37.8% | +187.7% | +214.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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