+1,037.0%
HOOD vs STZ
-47.2%
+1,084.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.0% |
| 7D | +17.1% | -1.9% | +19.0% | +17.3% |
| 30D | +31.6% | -1.9% | +33.5% | +31.7% |
| 3M | +38.2% | -6.2% | +44.5% | +38.6% |
| 6M | +48.5% | -14.0% | +62.5% | +50.5% |
| YTD | +8.0% | -5.1% | +13.1% | +4.9% |
| 1Y | +18.7% | -9.6% | +28.2% | +16.5% |
| All | +1,037.0% | -47.2% | +1,084.2% | +1,096.3% |
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