+179.3%
HOOD vs SONY
+9.8%
+169.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.5% |
| 7D | +7.7% | -4.9% | +12.7% | +12.3% |
| 30D | +22.0% | -1.6% | +23.6% | +23.2% |
| 3M | +37.6% | +10.0% | +27.6% | +25.4% |
| 6M | +45.3% | +8.4% | +36.9% | +32.7% |
| YTD | +1.9% | -8.4% | +10.4% | +7.4% |
| 1Y | -2.7% | -18.4% | +15.6% | +12.1% |
| 3Y | +973.4% | +41.0% | +932.4% | +651.2% |
| 5Y | +179.3% | +9.3% | +170.0% | +153.6% |
| All | +179.3% | +9.8% | +169.5% | +153.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling