+175.3%
HOOD vs SU
+341.5%
-166.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -9.1% | +1.7% | -10.8% | -9.6% |
| 30D | +20.1% | +9.6% | +10.5% | +16.7% |
| 3M | +31.2% | +11.7% | +19.5% | +26.1% |
| 6M | +44.3% | +21.9% | +22.4% | +32.4% |
| YTD | +0.2% | +58.6% | -58.4% | -16.7% |
| 1Y | -3.5% | +66.5% | -70.0% | -21.4% |
| 3Y | +955.2% | +121.4% | +833.8% | +665.0% |
| 5Y | +175.3% | +355.7% | -180.4% | +36.6% |
| All | +175.3% | +341.5% | -166.2% | +36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling