+945.5%
HOOD vs SU
+120.3%
+825.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -9.1% | +1.7% | -10.8% | -9.5% |
| 30D | +20.1% | +9.6% | +10.5% | +17.6% |
| 3M | +31.2% | +11.7% | +19.5% | +27.5% |
| 6M | +44.3% | +21.9% | +22.4% | +33.1% |
| YTD | +0.2% | +58.6% | -58.4% | -17.2% |
| 1Y | -3.5% | +66.5% | -70.0% | -22.1% |
| All | +945.5% | +120.3% | +825.2% | +663.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling