+225.5%
HOOD vs PSX
+312.1%
-86.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.4% |
| 7D | -9.1% | +1.5% | -10.6% | -9.6% |
| 30D | +20.1% | +15.8% | +4.2% | +14.5% |
| 3M | +31.2% | +43.0% | -11.8% | +16.2% |
| 6M | +44.3% | +61.1% | -16.8% | +20.7% |
| YTD | +0.2% | +104.5% | -104.3% | -23.8% |
| 1Y | -3.5% | +102.5% | -106.0% | -26.8% |
| 3Y | +955.2% | +133.5% | +821.7% | +636.7% |
| 5Y | +175.3% | +367.0% | -191.7% | +78.7% |
| All | +225.5% | +312.1% | -86.6% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded PSX 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling