+250.7%
HOOD vs PL
+84.9%
+165.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.7% |
| 7D | +17.1% | -9.3% | +26.4% | +20.4% |
| 30D | +31.6% | -18.9% | +50.5% | +40.5% |
| 3M | +38.2% | -58.4% | +96.6% | +80.7% |
| 6M | +48.5% | -30.3% | +78.8% | +54.2% |
| YTD | +8.0% | -8.1% | +16.1% | +0.6% |
| 1Y | +18.7% | +180.5% | -161.8% | -31.7% |
| 3Y | +999.1% | +444.1% | +555.0% | +308.6% |
| 5Y | +181.7% | +83.0% | +98.7% | +15.0% |
| All | +250.7% | +84.9% | +165.8% | +39.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling