+992.6%
HOOD vs PSX
+138.7%
+853.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.5% | -4.4% |
| 7D | +13.4% | +2.8% | +10.5% | +12.3% |
| 30D | +25.8% | +27.8% | -2.0% | +15.7% |
| 3M | +38.0% | +42.0% | -4.1% | +21.6% |
| 6M | +52.2% | +58.1% | -5.9% | +26.1% |
| YTD | +3.7% | +105.0% | -101.3% | -24.9% |
| 1Y | +0.1% | +104.9% | -104.9% | -28.4% |
| 3Y | +992.6% | +134.1% | +858.5% | +555.7% |
| All | +992.6% | +138.7% | +853.9% | +555.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling