+131.0%
HOOD vs STT
+105.9%
+25.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.6% |
| 7D | +3.8% | +5.1% | -1.4% | -0.8% |
| 30D | -26.4% | -0.2% | -26.2% | -25.8% |
| 3M | -14.3% | -8.1% | -6.1% | -6.9% |
| 6M | +3.9% | +16.6% | -12.7% | -9.3% |
| YTD | -28.1% | +37.8% | -65.9% | -45.9% |
| 1Y | -38.8% | +46.8% | -85.7% | -56.4% |
| 3Y | +888.5% | +181.2% | +707.3% | +334.7% |
| 5Y | +131.0% | +105.1% | +25.9% | +21.4% |
| All | +131.0% | +105.9% | +25.1% | +21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling