+113.0%
HOOD vs SPOT
+110.1%
+2.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.9% | +5.1% | +4.3% |
| 7D | -4.8% | +1.6% | -6.4% | -5.6% |
| 30D | -26.1% | +17.6% | -43.7% | -33.5% |
| 3M | -10.8% | +26.9% | -37.7% | -24.5% |
| 6M | +2.4% | +41.8% | -39.4% | -21.1% |
| YTD | -28.5% | +3.8% | -32.3% | -34.6% |
| 1Y | -36.3% | -2.5% | -33.9% | -39.4% |
| 3Y | +743.7% | +260.6% | +483.1% | +226.9% |
| All | +113.0% | +110.1% | +2.9% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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