+836.9%
HOOD vs STZ
-34.9%
+871.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.0% | -4.3% |
| 7D | -3.8% | +2.6% | -6.3% | -3.8% |
| 30D | -23.0% | +15.2% | -38.2% | -23.1% |
| 3M | -21.6% | +7.6% | -29.3% | -21.5% |
| 6M | +1.4% | +5.3% | -3.8% | +1.6% |
| YTD | -31.2% | +8.6% | -39.8% | -33.1% |
| 1Y | -35.9% | +15.6% | -51.5% | -38.9% |
| 3Y | +836.9% | -35.2% | +872.1% | +868.9% |
| All | +836.9% | -34.9% | +871.8% | +868.9% |
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 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