+250.7%
HOOD vs SPGI
+16.7%
+234.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +22.7% |
| 3M | +38.2% | +11.8% | +26.4% | +23.1% |
| 6M | +48.5% | +5.7% | +42.8% | +39.1% |
| YTD | +8.0% | -9.7% | +17.6% | +15.2% |
| 1Y | +18.7% | -12.5% | +31.1% | +29.2% |
| 3Y | +999.1% | +21.8% | +977.3% | +769.4% |
| 5Y | +181.7% | +8.2% | +173.5% | +127.2% |
| All | +250.7% | +16.7% | +234.0% | +190.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling