+123.6%
HOOD vs SO
+77.9%
+45.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.2% | -5.5% | -4.2% |
| 7D | -3.8% | +1.4% | -5.1% | -3.7% |
| 30D | -23.0% | +4.7% | -27.7% | -22.7% |
| 3M | -21.6% | +1.7% | -23.3% | -21.5% |
| 6M | +1.4% | +2.2% | -0.7% | +1.6% |
| YTD | -31.2% | +10.0% | -41.1% | -31.1% |
| 1Y | -35.9% | +6.0% | -42.0% | -35.8% |
| 3Y | +836.9% | +54.1% | +782.8% | +735.5% |
| 5Y | +121.1% | +79.6% | +41.5% | +135.1% |
| All | +123.6% | +77.9% | +45.7% | +179.1% |
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