+142.9%
HOOD vs PSX
+312.4%
-169.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.2% | +0.8% | +3.1% |
| 7D | -3.2% | -0.4% | -2.9% | -3.0% |
| 30D | -22.6% | -8.1% | -14.5% | -21.0% |
| 3M | -10.4% | +15.9% | -26.3% | -15.2% |
| 6M | +4.7% | +49.4% | -44.7% | -9.5% |
| YTD | -25.2% | +104.7% | -129.9% | -43.6% |
| 1Y | -35.9% | +89.1% | -125.0% | -50.3% |
| 3Y | +927.7% | +151.7% | +776.0% | +596.9% |
| 5Y | +147.5% | +298.3% | -150.8% | +47.1% |
| All | +142.9% | +312.4% | -169.5% | +38.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling