+133.6%
HOOD vs PH
+231.3%
-97.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -2.5% |
| 7D | +3.8% | +7.4% | -3.6% | -2.4% |
| 30D | -26.4% | +0.5% | -26.9% | -26.9% |
| 3M | -14.3% | -10.2% | -4.0% | -6.3% |
| 6M | +3.9% | +8.9% | -5.0% | -6.1% |
| YTD | -28.1% | +9.7% | -37.7% | -36.3% |
| 1Y | -38.8% | +12.8% | -51.6% | -47.2% |
| 3Y | +888.5% | +134.6% | +753.9% | +350.5% |
| 5Y | +131.0% | +204.5% | -73.5% | -24.7% |
| All | +133.6% | +231.3% | -97.7% | -29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling