+237.0%
HOOD vs PG
+18.4%
+218.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -4.0% |
| 7D | +13.4% | -0.4% | +13.8% | +13.3% |
| 30D | +25.8% | -0.1% | +25.9% | +25.7% |
| 3M | +38.0% | +1.1% | +36.9% | +38.1% |
| 6M | +52.2% | -3.8% | +56.0% | +51.7% |
| YTD | +3.7% | +3.8% | -0.1% | +3.7% |
| 1Y | +0.1% | -5.8% | +5.8% | 0.0% |
| 3Y | +992.6% | +3.0% | +989.5% | +962.7% |
| 5Y | +193.0% | +14.5% | +178.5% | +190.9% |
| All | +237.0% | +18.4% | +218.5% | +307.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 PG 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