+175.3%
HOOD vs PSLV
+148.4%
+26.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.3% | +3.6% | +0.3% |
| 7D | -9.1% | -4.9% | -4.3% | -7.5% |
| 30D | +20.1% | -1.9% | +22.0% | +21.2% |
| 3M | +31.2% | +4.2% | +27.0% | +29.3% |
| 6M | +44.3% | -27.6% | +71.9% | +59.9% |
| YTD | +0.2% | -11.7% | +11.9% | -1.7% |
| 1Y | -3.5% | +49.3% | -52.8% | -25.3% |
| 3Y | +955.2% | +167.1% | +788.1% | +538.9% |
| 5Y | +175.3% | +151.7% | +23.6% | +60.3% |
| All | +175.3% | +148.4% | +26.9% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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