+878.9%
HOOD vs SPGI
+28.6%
+850.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.4% | -2.4% | -2.8% |
| 7D | +3.8% | -0.8% | +4.6% | +4.4% |
| 30D | -26.4% | +14.3% | -40.7% | -33.6% |
| 3M | -14.3% | +14.5% | -28.8% | -22.7% |
| 6M | +3.9% | +17.3% | -13.3% | -9.5% |
| YTD | -28.1% | -4.6% | -23.5% | -26.3% |
| 1Y | -38.8% | +0.8% | -39.6% | -41.0% |
| All | +878.9% | +28.6% | +850.3% | +805.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling