+250.7%
HOOD vs PSX
+306.6%
-56.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | +17.1% | +4.5% | +12.6% | +15.5% |
| 30D | +31.6% | +26.6% | +5.0% | +21.9% |
| 3M | +38.2% | +39.3% | -1.0% | +23.5% |
| 6M | +48.5% | +56.8% | -8.3% | +25.4% |
| YTD | +8.0% | +101.8% | -93.9% | -17.6% |
| 1Y | +18.7% | +99.6% | -81.0% | -9.6% |
| 3Y | +999.1% | +140.3% | +858.8% | +660.8% |
| 5Y | +181.7% | +339.3% | -157.6% | +73.8% |
| All | +250.7% | +306.6% | -56.0% | +102.6% |
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