-35.9%
HOOD vs STM
+95.6%
-131.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.5% | +0.5% | +2.8% |
| 7D | -3.2% | +1.4% | -4.7% | -3.7% |
| 30D | -22.6% | -8.4% | -14.2% | -20.6% |
| 3M | -10.4% | -15.8% | +5.4% | -6.1% |
| 6M | +4.7% | -22.8% | +27.5% | +7.9% |
| YTD | -25.2% | +79.4% | -104.6% | -50.9% |
| 1Y | -35.9% | +97.0% | -132.9% | -61.9% |
| All | -35.9% | +95.6% | -131.5% | -61.9% |
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