+122.7%
HOOD vs STLD
+274.1%
-151.4%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.2% | -1.1% | -2.9% |
| 7D | -3.8% | +2.9% | -6.7% | -5.0% |
| 30D | -23.0% | -5.6% | -17.4% | -21.0% |
| 3M | -21.6% | -11.7% | -9.9% | -17.8% |
| 6M | +1.4% | -2.8% | +4.2% | +0.5% |
| YTD | -31.2% | +36.4% | -67.6% | -42.3% |
| 1Y | -35.9% | +50.0% | -85.9% | -48.6% |
| 3Y | +836.9% | +122.3% | +714.6% | +541.8% |
| All | +122.7% | +274.1% | -151.4% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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