+113.0%
HOOD vs THC
+274.4%
-161.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.5% |
| 7D | -4.8% | +3.7% | -8.5% | -5.9% |
| 30D | -26.1% | +9.0% | -35.2% | -28.2% |
| 3M | -10.8% | +10.4% | -21.2% | -13.7% |
| 6M | +2.4% | +45.7% | -43.3% | -10.8% |
| YTD | -28.5% | +42.6% | -71.0% | -38.3% |
| 1Y | -36.3% | +38.8% | -75.1% | -44.6% |
| 3Y | +743.7% | +418.8% | +324.9% | +312.5% |
| All | +113.0% | +274.4% | -161.3% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 5y: compounded portfolio wealth divided by compounded THC 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…
5y analysis · Full analysis span regression · 6 months rolling