+1,028.6%
HOOD vs STT
+207.1%
+821.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.3% |
| 7D | +17.1% | +0.5% | +16.6% | +16.8% |
| 30D | +31.6% | +3.9% | +27.7% | +26.1% |
| 3M | +38.2% | +20.0% | +18.3% | +11.5% |
| 6M | +48.5% | +55.3% | -6.8% | -12.6% |
| YTD | +8.0% | +53.3% | -45.4% | -35.4% |
| 1Y | +18.7% | +74.7% | -56.0% | -39.2% |
| All | +1,028.6% | +207.1% | +821.4% | +243.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 3y: compounded portfolio wealth divided by compounded STT 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…
3y analysis · Full analysis span regression · 6 months rolling