-35.9%
HOOD vs S
+38.7%
-74.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.5% | +3.5% |
| 7D | -3.2% | +1.2% | -4.5% | -3.5% |
| 30D | -22.6% | -7.3% | -15.2% | -21.1% |
| 3M | -10.4% | +5.9% | -16.3% | -12.8% |
| 6M | +4.7% | +45.6% | -40.9% | -11.3% |
| YTD | -25.2% | +58.5% | -83.7% | -41.0% |
| 1Y | -35.9% | +37.6% | -73.5% | -45.7% |
| All | -35.9% | +38.7% | -74.5% | -45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling