+237.0%
HOOD vs TECH
-38.1%
+275.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.8% |
| 7D | +13.4% | +0.2% | +13.2% | +13.3% |
| 30D | +25.8% | +0.1% | +25.6% | +25.7% |
| 3M | +38.0% | +37.5% | +0.5% | +11.9% |
| 6M | +52.2% | +34.6% | +17.6% | +21.9% |
| YTD | +3.7% | +23.5% | -19.7% | -12.9% |
| 1Y | +0.1% | +34.4% | -34.3% | -21.6% |
| 3Y | +992.6% | +2.3% | +990.3% | +854.1% |
| 5Y | +193.0% | -41.7% | +234.7% | +285.6% |
| All | +237.0% | -38.1% | +275.1% | +342.9% |
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