+836.9%
HOOD vs PH
+135.0%
+701.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.1% |
| 7D | -3.8% | +4.1% | -7.9% | -7.2% |
| 30D | -23.0% | -0.1% | -22.9% | -23.1% |
| 3M | -21.6% | -9.6% | -12.1% | -14.6% |
| 6M | +1.4% | +8.5% | -7.1% | -8.8% |
| YTD | -31.2% | +9.4% | -40.6% | -39.8% |
| 1Y | -35.9% | +14.2% | -50.1% | -46.6% |
| 3Y | +836.9% | +134.0% | +702.9% | +357.6% |
| All | +836.9% | +135.0% | +701.9% | +357.6% |
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