+237.0%
HOOD vs PH
+230.6%
+6.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.3% |
| 7D | +13.4% | +0.4% | +13.0% | +13.2% |
| 30D | +25.8% | -10.8% | +36.6% | +38.6% |
| 3M | +38.0% | +8.5% | +29.5% | +25.8% |
| 6M | +52.2% | +3.9% | +48.3% | +42.5% |
| YTD | +3.7% | +9.4% | -5.7% | -7.7% |
| 1Y | +0.1% | +26.8% | -26.7% | -23.9% |
| 3Y | +992.6% | +140.8% | +851.8% | +385.6% |
| 5Y | +193.0% | +253.8% | -60.8% | -7.4% |
| All | +237.0% | +230.6% | +6.4% | +2.1% |
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