+963.5%
HOOD vs SONY
+39.5%
+924.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.5% |
| 7D | +7.7% | -4.9% | +12.7% | +11.5% |
| 30D | +22.0% | -1.6% | +23.6% | +23.0% |
| 3M | +37.6% | +10.0% | +27.6% | +27.5% |
| 6M | +45.3% | +8.4% | +36.9% | +34.9% |
| YTD | +1.9% | -8.4% | +10.4% | +6.8% |
| 1Y | -2.7% | -18.4% | +15.6% | +10.1% |
| All | +963.5% | +39.5% | +924.0% | +728.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling