+122.7%
HOOD vs PH
+203.8%
-81.0%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -3.8% | +4.3% | -8.1% | -7.4% |
| 30D | -23.0% | +0.1% | -23.1% | -23.3% |
| 3M | -21.6% | -9.4% | -12.3% | -14.8% |
| 6M | +1.4% | +8.8% | -7.3% | -8.5% |
| YTD | -31.2% | +9.6% | -40.8% | -39.4% |
| 1Y | -35.9% | +14.4% | -50.4% | -45.9% |
| 3Y | +836.9% | +134.5% | +702.4% | +309.3% |
| All | +122.7% | +203.8% | -81.0% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling