+250.7%
HOOD vs PFE
-14.3%
+264.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.8% | -1.9% |
| 7D | +17.1% | +1.8% | +15.4% | +16.7% |
| 30D | +31.6% | +10.2% | +21.4% | +29.3% |
| 3M | +38.2% | +12.7% | +25.6% | +35.2% |
| 6M | +48.5% | +10.5% | +38.0% | +45.9% |
| YTD | +8.0% | +20.2% | -12.2% | +4.6% |
| 1Y | +18.7% | +24.1% | -5.4% | +14.1% |
| 3Y | +999.1% | -3.6% | +1,002.7% | +966.8% |
| 5Y | +181.7% | -20.9% | +202.5% | +169.6% |
| All | +250.7% | -14.3% | +264.9% | +229.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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