+743.7%
HOOD vs S
+34.5%
+709.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +2.4% |
| 7D | -4.8% | -13.4% | +8.6% | +2.2% |
| 30D | -26.1% | -14.0% | -12.1% | -20.8% |
| 3M | -10.8% | +4.9% | -15.7% | -15.4% |
| 6M | +2.4% | +42.0% | -39.7% | -20.1% |
| YTD | -28.5% | +45.1% | -73.6% | -45.9% |
| 1Y | -36.3% | +33.1% | -69.4% | -49.5% |
| 3Y | +743.7% | +40.6% | +703.1% | +465.6% |
| All | +743.7% | +34.5% | +709.2% | +465.6% |
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