+116.2%
INTC vs HOOD
+203.4%
-87.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.4% | +2.0% |
| 7D | +18.0% | +7.7% | +10.2% | +16.0% |
| 30D | +8.9% | +22.0% | -13.0% | +4.3% |
| 3M | -1.6% | +37.6% | -39.2% | -7.8% |
| 6M | +133.1% | +45.3% | +87.8% | +113.6% |
| YTD | +187.9% | +1.9% | +186.0% | +178.7% |
| 1Y | +334.7% | -2.7% | +337.4% | +321.6% |
| 3Y | +184.2% | +973.4% | -789.2% | +75.2% |
| 5Y | +116.0% | +179.3% | -63.3% | +34.8% |
| All | +116.2% | +203.4% | -87.2% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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