+132.4%
HOOD vs PTC
+42.8%
+89.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | -4.8% | -0.2% | -4.6% | -4.6% |
| 30D | -26.1% | +0.8% | -26.9% | -26.5% |
| 3M | -10.8% | +32.1% | -42.9% | -30.0% |
| 6M | +2.4% | +42.6% | -40.3% | -28.7% |
| YTD | -28.5% | +12.0% | -40.4% | -37.3% |
| 1Y | -36.3% | +12.2% | -48.5% | -44.2% |
| 3Y | +743.7% | +31.2% | +712.5% | +503.8% |
| 5Y | +118.6% | +54.9% | +63.7% | +36.2% |
| All | +132.4% | +42.8% | +89.5% | +71.5% |
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