+250.7%
HOOD vs Z
-68.7%
+319.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.0% |
| 7D | +17.1% | -3.0% | +20.1% | +19.1% |
| 30D | +31.6% | -4.2% | +35.8% | +33.9% |
| 3M | +38.2% | -3.7% | +41.9% | +38.6% |
| 6M | +48.5% | -24.5% | +73.0% | +68.3% |
| YTD | +8.0% | -49.3% | +57.3% | +49.7% |
| 1Y | +18.7% | -58.7% | +77.3% | +81.5% |
| 3Y | +999.1% | -34.1% | +1,033.2% | +1,141.8% |
| 5Y | +181.7% | -64.5% | +246.2% | +225.8% |
| All | +250.7% | -68.7% | +319.4% | +336.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling