+836.9%
HOOD vs SPG
+135.6%
+701.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.1% |
| 7D | -3.8% | +2.0% | -5.8% | -5.2% |
| 30D | -23.0% | +17.2% | -40.2% | -32.3% |
| 3M | -21.6% | +6.3% | -28.0% | -25.5% |
| 6M | +1.4% | +18.7% | -17.2% | -14.2% |
| YTD | -31.2% | +30.1% | -61.2% | -46.6% |
| 1Y | -35.9% | +32.8% | -68.7% | -51.4% |
| 3Y | +836.9% | +133.6% | +703.4% | +380.0% |
| All | +836.9% | +135.6% | +701.4% | +380.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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