+111.8%
HOOD vs PL
+11.6%
+100.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -10.1% | -0.2% | -6.9% |
| 7D | -14.4% | -20.5% | +6.1% | -7.4% |
| 30D | -30.0% | -38.8% | +8.8% | -17.5% |
| 3M | -15.5% | -49.1% | +33.6% | +4.8% |
| 6M | +1.8% | -69.4% | +71.1% | +45.4% |
| YTD | -30.7% | -42.3% | +11.7% | -24.9% |
| 1Y | -45.0% | -14.2% | -30.8% | -50.4% |
| 3Y | +709.0% | +398.7% | +310.3% | +200.5% |
| 5Y | +111.8% | +11.1% | +100.7% | +18.8% |
| All | +111.8% | +11.6% | +100.2% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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