+223.3%
HOOD vs SU
+305.8%
-82.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.6% |
| 7D | -7.8% | +2.2% | -10.0% | -8.4% |
| 30D | +18.6% | +8.4% | +10.2% | +16.0% |
| 3M | +22.1% | +12.1% | +10.0% | +17.7% |
| 6M | +43.1% | +19.7% | +23.4% | +33.3% |
| YTD | -0.5% | +58.4% | -58.9% | -15.6% |
| 1Y | -4.4% | +67.2% | -71.6% | -20.6% |
| 3Y | +938.5% | +125.0% | +813.4% | +676.4% |
| 5Y | +173.4% | +355.1% | -181.6% | +104.8% |
| All | +223.3% | +305.8% | -82.5% | +122.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling