+113.0%
HOOD vs S
-67.4%
+180.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +2.4% |
| 7D | -4.8% | -13.4% | +8.6% | +1.9% |
| 30D | -26.1% | -14.0% | -12.1% | -21.0% |
| 3M | -10.8% | +4.9% | -15.7% | -15.0% |
| 6M | +2.4% | +42.0% | -39.7% | -17.8% |
| YTD | -28.5% | +45.1% | -73.6% | -43.9% |
| 1Y | -36.3% | +33.1% | -69.4% | -48.0% |
| 3Y | +743.7% | +40.6% | +703.1% | +557.3% |
| All | +113.0% | -67.4% | +180.4% | +169.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling