+139.3%
HOOD vs TECH
-37.7%
+177.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +2.9% |
| 7D | -0.6% | +0.2% | -0.8% | -0.7% |
| 30D | -23.6% | +0.5% | -24.1% | -23.8% |
| 3M | -10.7% | +0.9% | -11.5% | -11.1% |
| 6M | +8.2% | +51.0% | -42.9% | -17.0% |
| YTD | -26.3% | +24.4% | -50.7% | -38.4% |
| 1Y | -36.1% | +27.6% | -63.7% | -47.7% |
| 3Y | +950.7% | +29.9% | +920.8% | +652.1% |
| 5Y | +127.0% | -40.6% | +167.7% | +193.6% |
| All | +139.3% | -37.7% | +177.0% | +213.3% |
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