+142.9%
HOOD vs SO
+78.4%
+64.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +4.0% |
| 7D | -3.2% | +0.8% | -4.0% | -3.2% |
| 30D | -22.6% | +7.8% | -30.4% | -22.2% |
| 3M | -10.4% | +2.9% | -13.3% | -10.1% |
| 6M | +4.7% | +2.5% | +2.2% | +4.9% |
| YTD | -25.2% | +10.3% | -35.5% | -25.2% |
| 1Y | -35.9% | +6.4% | -42.3% | -35.7% |
| 3Y | +927.7% | +52.8% | +874.9% | +819.8% |
| 5Y | +147.5% | +78.7% | +68.8% | +159.6% |
| All | +142.9% | +78.4% | +64.5% | +203.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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