+132.4%
HOOD vs SPG
+139.2%
-6.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +2.5% |
| 7D | -4.8% | +4.9% | -9.7% | -8.8% |
| 30D | -26.1% | +15.6% | -41.7% | -35.4% |
| 3M | -10.8% | +4.1% | -14.9% | -14.2% |
| 6M | +2.4% | +13.6% | -11.2% | -11.1% |
| YTD | -28.5% | +27.5% | -56.0% | -44.4% |
| 1Y | -36.3% | +32.2% | -68.6% | -52.4% |
| 3Y | +743.7% | +126.0% | +617.7% | +274.0% |
| 5Y | +118.6% | +74.7% | +43.9% | +7.4% |
| All | +132.4% | +139.2% | -6.8% | +25.1% |
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