+122.7%
HOOD vs STM
-5.1%
+127.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.6% |
| 7D | -3.8% | +12.0% | -15.8% | -9.3% |
| 30D | -23.0% | -0.4% | -22.6% | -23.1% |
| 3M | -21.6% | -13.2% | -8.5% | -16.5% |
| 6M | +1.4% | -26.1% | +27.5% | +11.3% |
| YTD | -31.2% | +81.2% | -112.3% | -57.1% |
| 1Y | -35.9% | +98.3% | -134.2% | -62.2% |
| 3Y | +836.9% | +16.7% | +820.2% | +585.2% |
| All | +122.7% | -5.1% | +127.8% | +69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling