+132.7%
HOOD vs PSX
+303.6%
-170.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.6% | -5.5% | -4.3% |
| 7D | +3.8% | +6.4% | -2.6% | +1.8% |
| 30D | -26.4% | -10.2% | -16.2% | -24.2% |
| 3M | -14.3% | +17.2% | -31.5% | -19.6% |
| 6M | +3.9% | +51.8% | -47.8% | -11.9% |
| YTD | -28.1% | +108.0% | -136.1% | -47.5% |
| 1Y | -38.8% | +96.1% | -135.0% | -54.4% |
| 3Y | +888.5% | +155.9% | +732.6% | +537.2% |
| All | +132.7% | +303.6% | -170.9% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling