+139.3%
HOOD vs SPGI
+24.0%
+115.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +2.4% |
| 7D | -0.6% | -0.9% | +0.2% | +0.2% |
| 30D | -23.6% | +15.5% | -39.1% | -32.7% |
| 3M | -10.7% | +15.7% | -26.4% | -21.5% |
| 6M | +8.2% | +19.1% | -10.9% | -9.0% |
| YTD | -26.3% | -4.1% | -22.3% | -25.6% |
| 1Y | -36.1% | +1.2% | -37.3% | -39.1% |
| 3Y | +950.7% | +31.6% | +919.1% | +675.4% |
| 5Y | +127.0% | +12.4% | +114.6% | +75.0% |
| All | +139.3% | +24.0% | +115.3% | +87.5% |
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