+878.9%
HOOD vs Z
-20.9%
+899.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.3% | -1.5% | -2.9% |
| 7D | +3.8% | -4.9% | +8.7% | +5.9% |
| 30D | -26.4% | +3.0% | -29.4% | -28.0% |
| 3M | -14.3% | -13.4% | -0.9% | -10.3% |
| 6M | +3.9% | -27.3% | +31.3% | +16.3% |
| YTD | -28.1% | -57.8% | +29.7% | +2.0% |
| 1Y | -38.8% | -60.0% | +21.2% | -11.2% |
| All | +878.9% | -20.9% | +899.8% | +1,081.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling