+142.9%
HOOD vs PTC
+43.6%
+99.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.1% |
| 7D | -3.2% | +0.5% | -3.7% | -3.5% |
| 30D | -22.6% | +0.9% | -23.5% | -23.0% |
| 3M | -10.4% | +30.4% | -40.8% | -28.8% |
| 6M | +4.7% | +34.4% | -29.7% | -22.0% |
| YTD | -25.2% | +12.6% | -37.8% | -34.6% |
| 1Y | -35.9% | +10.2% | -46.1% | -42.7% |
| 3Y | +927.7% | +29.4% | +898.3% | +647.2% |
| 5Y | +147.5% | +63.7% | +83.8% | +45.7% |
| All | +142.9% | +43.6% | +99.3% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling