-17.3%
META vs HOOD
+21.2%
-38.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.3% |
| 7D | +6.7% | +17.1% | -10.4% | +3.9% |
| 30D | +4.8% | +31.6% | -26.8% | -0.2% |
| 3M | -1.6% | +38.2% | -39.9% | -7.2% |
| 6M | -7.5% | +48.5% | -56.0% | -14.8% |
| YTD | -6.4% | +8.0% | -14.4% | -11.0% |
| 1Y | -17.3% | +18.7% | -36.0% | -20.4% |
| All | -17.3% | +21.2% | -38.5% | -20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling