+122.7%
HOOD vs PTC
+60.7%
+62.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.2% |
| 7D | -3.8% | +0.5% | -4.2% | -4.1% |
| 30D | -23.0% | +1.2% | -24.2% | -23.5% |
| 3M | -21.6% | +27.4% | -49.0% | -36.2% |
| 6M | +1.4% | +39.2% | -37.7% | -26.3% |
| YTD | -31.2% | +12.5% | -43.7% | -39.4% |
| 1Y | -35.9% | +12.3% | -48.2% | -43.5% |
| 3Y | +836.9% | +28.8% | +808.1% | +587.8% |
| All | +122.7% | +60.7% | +62.1% | +27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling