-38.7%
HOOD vs PM
+31.5%
-70.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +2.1% |
| 7D | -0.6% | -7.3% | +6.7% | -3.2% |
| 30D | -23.6% | -4.0% | -19.6% | -24.2% |
| 3M | -10.7% | +2.7% | -13.4% | -8.8% |
| 6M | +8.2% | +14.9% | -6.7% | +13.3% |
| YTD | -26.3% | +23.5% | -49.9% | -20.7% |
| All | -38.7% | +31.5% | -70.1% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 1y: compounded portfolio wealth divided by compounded PM 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…
1y analysis · Full analysis span regression · 6 months rolling