-36.1%
HOOD vs STM
+92.4%
-128.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.1% | +8.1% | +3.9% |
| 7D | -4.4% | -6.0% | +1.6% | -2.6% |
| 30D | -23.4% | -20.9% | -2.5% | -17.9% |
| 3M | -6.5% | -15.8% | +9.2% | -2.0% |
| 6M | +14.2% | -17.0% | +31.2% | +14.0% |
| YTD | -22.7% | +76.8% | -99.5% | -51.0% |
| 1Y | -36.1% | +96.5% | -132.6% | -64.7% |
| All | -36.1% | +92.4% | -128.5% | -64.7% |
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