+223.3%
HOOD vs SNY
+2.5%
+220.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -7.8% | -3.3% | -4.5% | -7.5% |
| 30D | +18.6% | -2.2% | +20.8% | +18.9% |
| 3M | +22.1% | -3.0% | +25.1% | +22.4% |
| 6M | +43.1% | +2.7% | +40.3% | +42.8% |
| YTD | -0.5% | -6.8% | +6.4% | 0.0% |
| 1Y | -4.4% | -5.3% | +0.9% | -4.2% |
| 3Y | +938.5% | -9.8% | +948.3% | +941.4% |
| 5Y | +173.4% | +9.7% | +163.8% | +195.5% |
| All | +223.3% | +2.5% | +220.8% | +166.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 10y: compounded portfolio wealth divided by compounded SNY 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…
10y analysis · Full analysis span regression · 6 months rolling