+562.5%
LITE vs HOOD
+119.3%
+443.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.3% | -0.2% | -3.1% |
| 7D | +10.8% | -3.8% | +14.5% | +12.3% |
| 30D | -33.4% | -23.0% | -10.5% | -27.3% |
| 3M | -32.2% | -21.6% | -10.6% | -27.6% |
| 6M | -42.1% | +1.4% | -43.5% | -44.0% |
| YTD | +61.9% | -31.2% | +93.0% | +71.5% |
| 1Y | +163.0% | -35.9% | +198.9% | +185.6% |
| 3Y | +1,358.0% | +836.9% | +521.1% | +589.2% |
| All | +562.5% | +119.3% | +443.1% | +242.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling