+250.7%
HOOD vs PEG
+38.9%
+211.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -1.9% | -2.0% |
| 7D | +17.1% | +0.7% | +16.4% | +16.8% |
| 30D | +31.6% | -2.4% | +34.0% | +32.8% |
| 3M | +38.2% | -4.8% | +43.0% | +40.4% |
| 6M | +48.5% | -10.7% | +59.2% | +55.7% |
| YTD | +8.0% | -6.7% | +14.6% | +10.4% |
| 1Y | +18.7% | -6.8% | +25.5% | +20.9% |
| 3Y | +999.1% | +34.5% | +964.6% | +868.3% |
| 5Y | +181.7% | +35.8% | +145.9% | +155.5% |
| All | +250.7% | +38.9% | +211.8% | +237.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling