+250.7%
HOOD vs PTC
+3.3%
+247.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.0% | +3.9% | +2.7% |
| 7D | +17.1% | -10.3% | +27.4% | +27.5% |
| 30D | +31.6% | +1.1% | +30.4% | +29.3% |
| 3M | +38.2% | +1.6% | +36.6% | +31.0% |
| 6M | +48.5% | -13.5% | +62.0% | +61.3% |
| YTD | +8.0% | -19.1% | +27.0% | +24.6% |
| 1Y | +18.7% | -33.9% | +52.5% | +66.6% |
| 3Y | +999.1% | -3.9% | +1,003.0% | +919.0% |
| 5Y | +181.7% | +6.0% | +175.6% | +170.8% |
| All | +250.7% | +3.3% | +247.4% | +240.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling