+250.7%
HOOD vs SONY
+20.5%
+230.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -0.8% |
| 7D | +17.1% | -1.2% | +18.3% | +18.3% |
| 30D | +31.6% | +9.4% | +22.1% | +22.1% |
| 3M | +38.2% | +10.5% | +27.8% | +25.9% |
| 6M | +48.5% | +11.7% | +36.8% | +32.9% |
| YTD | +8.0% | -4.1% | +12.0% | +9.6% |
| 1Y | +18.7% | -11.8% | +30.4% | +28.6% |
| 3Y | +999.1% | +45.9% | +953.2% | +658.3% |
| 5Y | +181.7% | +16.3% | +165.4% | +151.7% |
| All | +250.7% | +20.5% | +230.2% | +214.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling