+250.7%
HOOD vs TECH
-38.0%
+288.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +17.1% | +0.1% | +17.0% | +17.1% |
| 30D | +31.6% | +0.7% | +30.9% | +31.1% |
| 3M | +38.2% | +36.3% | +1.9% | +12.7% |
| 6M | +48.5% | +25.6% | +23.0% | +24.4% |
| YTD | +8.0% | +23.7% | -15.7% | -9.4% |
| 1Y | +18.7% | +37.6% | -19.0% | -8.6% |
| 3Y | +999.1% | -6.6% | +1,005.7% | +937.3% |
| 5Y | +181.7% | -42.2% | +223.9% | +270.5% |
| All | +250.7% | -38.0% | +288.7% | +360.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling