+133.6%
HOOD vs TECH
-37.7%
+171.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.1% | -3.9% | -3.8% |
| 7D | +3.8% | +0.2% | +3.5% | +3.6% |
| 30D | -26.4% | +0.5% | -26.9% | -26.6% |
| 3M | -14.3% | +1.0% | -15.2% | -14.7% |
| 6M | +3.9% | +54.1% | -50.1% | -21.1% |
| YTD | -28.1% | +24.4% | -52.5% | -39.8% |
| 1Y | -38.8% | +19.3% | -58.1% | -47.6% |
| 3Y | +888.5% | +28.5% | +859.9% | +613.9% |
| 5Y | +131.0% | -41.0% | +172.0% | +199.3% |
| All | +133.6% | -37.7% | +171.3% | +205.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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