+189.8%
HOOD vs SPGI
+8.3%
+181.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -0.7% |
| 7D | +17.1% | +0.1% | +17.0% | +17.3% |
| 30D | +31.6% | +8.4% | +23.2% | +22.6% |
| 3M | +38.2% | +11.8% | +26.4% | +23.0% |
| 6M | +48.5% | +5.7% | +42.8% | +39.0% |
| YTD | +8.0% | -9.7% | +17.6% | +15.3% |
| 1Y | +18.7% | -12.5% | +31.1% | +29.3% |
| 3Y | +999.1% | +21.8% | +977.3% | +765.1% |
| All | +189.8% | +8.3% | +181.6% | +134.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling