+193.0%
HOOD vs PEG
+38.2%
+154.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.6% | -4.3% |
| 7D | +13.4% | +1.0% | +12.3% | +12.8% |
| 30D | +25.8% | -1.9% | +27.7% | +26.7% |
| 3M | +38.0% | -3.7% | +41.7% | +39.6% |
| 6M | +52.2% | -9.4% | +61.6% | +58.8% |
| YTD | +3.7% | -6.0% | +9.7% | +5.8% |
| 1Y | +0.1% | -4.4% | +4.4% | +0.6% |
| 3Y | +992.6% | +33.5% | +959.0% | +848.2% |
| 5Y | +193.0% | +35.7% | +157.2% | +147.2% |
| All | +193.0% | +38.2% | +154.8% | +147.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling