+18.7%
HOOD vs PH
+30.5%
-11.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | +17.1% | -3.1% | +20.2% | +17.9% |
| 30D | +31.6% | -3.2% | +34.8% | +32.1% |
| 3M | +38.2% | +10.6% | +27.7% | +32.1% |
| 6M | +48.5% | -2.1% | +50.7% | +47.7% |
| YTD | +8.0% | +10.2% | -2.2% | +5.1% |
| 1Y | +18.7% | +28.2% | -9.6% | +14.7% |
| All | +18.7% | +30.5% | -11.9% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 1y: compounded portfolio wealth divided by compounded PH 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…
1y analysis · Full analysis span regression · 6 months rolling