+250.7%
HOOD vs REPL
-55.7%
+306.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -2.0% |
| 7D | +17.1% | -3.0% | +20.1% | +17.3% |
| 30D | +31.6% | +27.1% | +4.4% | +28.7% |
| 3M | +38.2% | +52.4% | -14.1% | +28.8% |
| 6M | +48.5% | +107.4% | -58.9% | +23.6% |
| YTD | +8.0% | +54.7% | -46.8% | -7.8% |
| 1Y | +18.7% | +158.9% | -140.2% | -8.2% |
| 3Y | +999.1% | -23.7% | +1,022.8% | +737.1% |
| 5Y | +181.7% | -54.3% | +236.0% | +118.1% |
| All | +250.7% | -55.7% | +306.4% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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