+743.7%
HOOD vs PH
+135.3%
+608.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.9% | +0.4% | +0.7% |
| 7D | -4.8% | +2.0% | -6.8% | -6.6% |
| 30D | -26.1% | -3.7% | -22.4% | -23.9% |
| 3M | -10.8% | -14.0% | +3.2% | +1.6% |
| 6M | +2.4% | +2.1% | +0.2% | -2.6% |
| YTD | -28.5% | +5.1% | -33.5% | -35.1% |
| 1Y | -36.3% | +10.9% | -47.3% | -45.6% |
| 3Y | +743.7% | +132.9% | +610.7% | +347.9% |
| All | +743.7% | +135.3% | +608.3% | +347.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling