-40.1%
HOOD vs PH
+14.9%
-55.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.8% |
| 7D | -5.1% | +2.1% | -7.2% | -6.1% |
| 30D | -25.4% | +0.3% | -25.7% | -25.6% |
| 3M | -14.0% | -8.8% | -5.1% | -11.9% |
| 6M | +5.6% | +10.0% | -4.5% | -0.9% |
| YTD | -28.1% | +10.5% | -38.6% | -34.6% |
| 1Y | -40.1% | +15.5% | -55.7% | -49.2% |
| All | -40.1% | +14.9% | -55.0% | -49.2% |
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