+743.7%
HOOD vs STZ
-37.2%
+780.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +3.2% |
| 7D | -4.8% | +4.9% | -9.7% | -4.9% |
| 30D | -26.1% | +20.9% | -47.0% | -26.6% |
| 3M | -10.8% | +8.0% | -18.8% | -10.8% |
| 6M | +2.4% | -5.3% | +7.6% | +3.6% |
| YTD | -28.5% | +5.9% | -34.4% | -30.5% |
| 1Y | -36.3% | +14.2% | -50.5% | -39.7% |
| 3Y | +743.7% | -37.0% | +780.7% | +770.1% |
| All | +743.7% | -37.2% | +780.9% | +770.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling