+250.7%
HOOD vs V
+57.2%
+193.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.3% |
| 7D | +17.1% | -1.7% | +18.8% | +18.9% |
| 30D | +31.6% | +2.0% | +29.6% | +29.2% |
| 3M | +38.2% | +17.4% | +20.9% | +19.2% |
| 6M | +48.5% | +17.5% | +31.0% | +26.4% |
| YTD | +8.0% | +7.6% | +0.4% | -1.0% |
| 1Y | +18.7% | +7.7% | +10.9% | +7.4% |
| 3Y | +999.1% | +54.7% | +944.4% | +621.2% |
| 5Y | +181.7% | +73.0% | +108.6% | +62.7% |
| All | +250.7% | +57.2% | +193.5% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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