+250.7%
HOOD vs PEP
+3.6%
+247.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.2% |
| 7D | +17.1% | -1.4% | +18.5% | +16.9% |
| 30D | +31.6% | +0.2% | +31.4% | +31.6% |
| 3M | +38.2% | -1.1% | +39.4% | +38.1% |
| 6M | +48.5% | -13.5% | +62.0% | +46.1% |
| YTD | +8.0% | -1.2% | +9.2% | +7.5% |
| 1Y | +18.7% | -1.6% | +20.2% | +18.1% |
| 3Y | +999.1% | -12.5% | +1,011.6% | +981.7% |
| 5Y | +181.7% | +3.0% | +178.7% | +195.4% |
| All | +250.7% | +3.6% | +247.0% | +323.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 PEP 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