+878.9%
HOOD vs S
+42.2%
+836.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.3% | +2.4% | -0.8% |
| 7D | +3.8% | +4.1% | -0.3% | +1.7% |
| 30D | -26.4% | -7.2% | -19.2% | -23.9% |
| 3M | -14.3% | 0.0% | -14.2% | -16.5% |
| 6M | +3.9% | +41.6% | -37.7% | -18.2% |
| YTD | -28.1% | +48.6% | -76.7% | -46.1% |
| 1Y | -38.8% | +30.0% | -68.9% | -50.5% |
| All | +878.9% | +42.2% | +836.8% | +697.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling