+193.0%
HOOD vs PSX
+349.1%
-156.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.5% | -4.5% |
| 7D | +13.4% | +2.8% | +10.5% | +12.2% |
| 30D | +25.8% | +27.8% | -2.0% | +15.0% |
| 3M | +38.0% | +42.0% | -4.1% | +20.6% |
| 6M | +52.2% | +58.1% | -5.9% | +25.5% |
| YTD | +3.7% | +105.0% | -101.3% | -23.9% |
| 1Y | +0.1% | +104.9% | -104.9% | -27.2% |
| 3Y | +992.6% | +134.1% | +858.5% | +624.7% |
| 5Y | +193.0% | +363.8% | -170.8% | +37.9% |
| All | +193.0% | +349.1% | -156.2% | +37.9% |
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