+250.7%
HOOD vs SHOP
-5.0%
+255.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | +17.1% | -5.1% | +22.2% | +20.5% |
| 30D | +31.6% | +0.6% | +31.0% | +31.4% |
| 3M | +38.2% | +25.0% | +13.2% | +20.0% |
| 6M | +48.5% | +11.9% | +36.6% | +35.1% |
| YTD | +8.0% | -9.9% | +17.8% | +9.4% |
| 1Y | +18.7% | 0.0% | +18.7% | +14.6% |
| 3Y | +999.1% | +117.5% | +881.6% | +558.0% |
| 5Y | +181.7% | -6.6% | +188.3% | +195.3% |
| All | +250.7% | -5.0% | +255.7% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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