+250.7%
HOOD vs SU
+296.9%
-46.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.9% |
| 7D | +17.1% | +3.6% | +13.6% | +16.0% |
| 30D | +31.6% | +7.9% | +23.7% | +28.8% |
| 3M | +38.2% | +3.5% | +34.7% | +36.5% |
| 6M | +48.5% | +19.0% | +29.6% | +38.5% |
| YTD | +8.0% | +55.0% | -47.0% | -8.0% |
| 1Y | +18.7% | +71.2% | -52.6% | -2.4% |
| 3Y | +999.1% | +117.4% | +881.7% | +729.5% |
| 5Y | +181.7% | +335.2% | -153.5% | +107.1% |
| All | +250.7% | +296.9% | -46.2% | +142.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling