+139.3%
HOOD vs S
-53.3%
+192.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.0% | -5.1% | -0.5% |
| 7D | -0.6% | +1.6% | -2.2% | -1.2% |
| 30D | -23.6% | -10.5% | -13.1% | -20.1% |
| 3M | -10.7% | +9.9% | -20.6% | -16.3% |
| 6M | +8.2% | +41.8% | -33.6% | -11.3% |
| YTD | -26.3% | +56.8% | -83.1% | -43.1% |
| 1Y | -36.1% | +39.0% | -75.1% | -47.9% |
| 3Y | +950.7% | +53.8% | +896.9% | +709.3% |
| 5Y | +127.0% | -68.6% | +195.6% | +131.9% |
| All | +139.3% | -53.3% | +192.6% | +229.5% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 10y: compounded portfolio wealth divided by compounded S 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…
10y analysis · Full analysis span regression · 6 months rolling