+250.7%
HOOD vs SPG
+117.0%
+133.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.2% |
| 7D | +17.1% | -2.4% | +19.5% | +19.8% |
| 30D | +31.6% | -6.8% | +38.4% | +40.2% |
| 3M | +38.2% | +2.7% | +35.6% | +32.0% |
| 6M | +48.5% | +5.5% | +43.1% | +38.4% |
| YTD | +8.0% | +15.7% | -7.7% | -8.2% |
| 1Y | +18.7% | +20.9% | -2.2% | -3.9% |
| 3Y | +999.1% | +112.4% | +886.7% | +414.2% |
| 5Y | +181.7% | +101.4% | +80.3% | +49.1% |
| All | +250.7% | +117.0% | +133.7% | +106.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling