+231.1%
HOOD vs SNY
+2.7%
+228.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -1.7% |
| 7D | +7.7% | -3.6% | +11.4% | +8.1% |
| 30D | +22.0% | -1.4% | +23.4% | +22.2% |
| 3M | +37.6% | -4.2% | +41.8% | +38.1% |
| 6M | +45.3% | +2.0% | +43.3% | +45.1% |
| YTD | +1.9% | -6.7% | +8.6% | +2.4% |
| 1Y | -2.7% | -4.7% | +2.0% | -2.5% |
| 3Y | +973.4% | -8.1% | +981.5% | +975.5% |
| 5Y | +179.3% | +8.2% | +171.0% | +179.5% |
| All | +231.1% | +2.7% | +228.4% | +173.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling