+250.7%
HOOD vs S
-60.6%
+311.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.3% |
| 7D | +17.1% | -7.7% | +24.8% | +21.1% |
| 30D | +31.6% | -5.3% | +36.9% | +33.5% |
| 3M | +38.2% | +20.3% | +18.0% | +25.1% |
| 6M | +48.5% | +47.4% | +1.2% | +19.9% |
| YTD | +8.0% | +32.5% | -24.6% | -8.9% |
| 1Y | +18.7% | +9.5% | +9.1% | +8.9% |
| 3Y | +999.1% | +15.5% | +983.6% | +866.8% |
| 5Y | +181.7% | -71.2% | +252.9% | +207.7% |
| All | +250.7% | -60.6% | +311.2% | +427.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling