+142.9%
HOOD vs SPGI
+25.0%
+117.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.7% |
| 7D | -3.2% | -1.4% | -1.9% | -2.0% |
| 30D | -22.6% | +15.3% | -37.8% | -31.7% |
| 3M | -10.4% | +16.5% | -26.9% | -21.7% |
| 6M | +4.7% | +19.8% | -15.1% | -12.4% |
| YTD | -25.2% | -3.2% | -22.0% | -25.0% |
| 1Y | -35.9% | +1.8% | -37.7% | -39.2% |
| 3Y | +927.7% | +30.6% | +897.1% | +664.6% |
| 5Y | +147.5% | +16.0% | +131.5% | +88.9% |
| All | +142.9% | +25.0% | +117.9% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 10y: compounded portfolio wealth divided by compounded SPGI 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…
10y analysis · Full analysis span regression · 6 months rolling