+48.5%
HOOD vs SO
-8.0%
+56.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.3% | -2.5% |
| 7D | +17.1% | -0.2% | +17.3% | +17.0% |
| 30D | +31.6% | -4.6% | +36.2% | +28.0% |
| 3M | +38.2% | -3.0% | +41.3% | +34.2% |
| 6M | +48.5% | -8.3% | +56.8% | +43.2% |
| All | +48.5% | -8.0% | +56.6% | +43.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling