+18.7%
HOOD vs SONY
-10.8%
+29.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.2% |
| 7D | +17.1% | -1.2% | +18.3% | +17.9% |
| 30D | +31.6% | +9.4% | +22.1% | +25.1% |
| 3M | +38.2% | +10.5% | +27.8% | +30.1% |
| 6M | +48.5% | +11.7% | +36.8% | +37.2% |
| YTD | +8.0% | -4.1% | +12.0% | +9.8% |
| 1Y | +18.7% | -11.8% | +30.4% | +35.6% |
| All | +18.7% | -10.8% | +29.5% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1y: compounded portfolio wealth divided by compounded SONY 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…
1y analysis · Full analysis span regression · 6 months rolling