-36.1%
HOOD vs Z
-54.2%
+18.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +9.4% | -7.4% | -1.5% |
| 7D | -4.4% | +10.2% | -14.6% | -8.1% |
| 30D | -23.4% | +23.7% | -47.1% | -30.7% |
| 3M | -6.5% | -6.6% | 0.0% | -4.2% |
| 6M | +14.2% | -23.0% | +37.2% | +31.0% |
| YTD | -22.7% | -50.3% | +27.6% | +11.1% |
| 1Y | -36.1% | -53.6% | +17.5% | -4.7% |
| All | -36.1% | -54.2% | +18.1% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 1y: compounded portfolio wealth divided by compounded Z 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…
1y analysis · Full analysis span regression · 6 months rolling