+18.7%
HOOD vs STM
+107.3%
-88.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.6% |
| 7D | +17.1% | +5.8% | +11.3% | +15.4% |
| 30D | +31.6% | -1.0% | +32.6% | +31.9% |
| 3M | +38.2% | -33.3% | +71.5% | +51.5% |
| 6M | +48.5% | +57.4% | -8.8% | +17.5% |
| YTD | +8.0% | +102.2% | -94.2% | -21.8% |
| 1Y | +18.7% | +99.6% | -80.9% | -15.2% |
| All | +18.7% | +107.3% | -88.6% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 1y: compounded portfolio wealth divided by compounded STM 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…
1y analysis · Full analysis span regression · 6 months rolling