+189.8%
HOOD vs PWR
+443.9%
-254.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.5% |
| 7D | +17.1% | +3.6% | +13.5% | +14.8% |
| 30D | +31.6% | -8.6% | +40.2% | +38.0% |
| 3M | +38.2% | -13.2% | +51.4% | +46.6% |
| 6M | +48.5% | +9.9% | +38.6% | +31.2% |
| YTD | +8.0% | +48.0% | -40.1% | -23.3% |
| 1Y | +18.7% | +66.2% | -47.5% | -21.8% |
| 3Y | +999.1% | +195.1% | +804.0% | +386.6% |
| All | +189.8% | +443.9% | -254.0% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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