+139.3%
HOOD vs Z
-72.2%
+211.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.8% | -0.8% | +1.1% |
| 7D | -0.6% | -5.2% | +4.5% | +1.8% |
| 30D | -23.6% | +5.7% | -29.3% | -26.7% |
| 3M | -10.7% | -8.7% | -1.9% | -8.6% |
| 6M | +8.2% | -26.0% | +34.1% | +21.5% |
| YTD | -26.3% | -55.0% | +28.7% | +6.5% |
| 1Y | -36.1% | -58.0% | +21.9% | -4.4% |
| 3Y | +950.7% | -15.2% | +965.9% | +904.6% |
| 5Y | +127.0% | -53.8% | +180.8% | +158.6% |
| All | +139.3% | -72.2% | +211.5% | +210.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling