+0.1%
HOOD vs STZ
-16.0%
+16.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.6% | +1.7% | -4.9% |
| 7D | +13.4% | -7.4% | +20.7% | +11.8% |
| 30D | +25.8% | -10.9% | +36.7% | +23.1% |
| 3M | +38.0% | -13.4% | +51.4% | +35.0% |
| 6M | +52.2% | -16.2% | +68.4% | +48.3% |
| YTD | +3.7% | -10.4% | +14.2% | -7.0% |
| 1Y | +0.1% | -14.8% | +14.8% | -5.9% |
| All | +0.1% | -16.0% | +16.0% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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