+189.8%
HOOD vs PR
+433.6%
-243.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.6% |
| 7D | +17.1% | +2.9% | +14.2% | +16.0% |
| 30D | +31.6% | +18.0% | +13.5% | +24.1% |
| 3M | +38.2% | +16.9% | +21.4% | +30.0% |
| 6M | +48.5% | +28.2% | +20.3% | +32.7% |
| YTD | +8.0% | +69.3% | -61.4% | -13.3% |
| 1Y | +18.7% | +69.5% | -50.8% | -5.5% |
| 3Y | +999.1% | +81.7% | +917.4% | +740.4% |
| All | +189.8% | +433.6% | -243.8% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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