+0.1%
HOOD vs Z
-63.3%
+63.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.4% | +2.5% | -1.0% |
| 7D | +13.4% | -3.3% | +16.6% | +15.3% |
| 30D | +25.8% | -3.7% | +29.5% | +27.6% |
| 3M | +38.0% | -7.0% | +45.0% | +40.9% |
| 6M | +52.2% | -29.5% | +81.7% | +79.6% |
| YTD | +3.7% | -52.6% | +56.3% | +45.4% |
| 1Y | +0.1% | -64.0% | +64.1% | +54.5% |
| All | +0.1% | -63.3% | +63.3% | +54.5% |
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 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