+71.9%
META vs HOOD
+112.9%
-41.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.2% |
| 7D | -0.8% | -4.8% | +4.0% | +0.2% |
| 30D | -15.4% | -26.1% | +10.7% | -10.2% |
| 3M | +3.5% | -10.8% | +14.3% | +5.0% |
| 6M | -0.3% | +2.4% | -2.6% | -2.6% |
| YTD | -7.3% | -28.5% | +21.1% | -4.2% |
| 1Y | -1.1% | -36.3% | +35.2% | +3.9% |
| 3Y | +95.1% | +743.7% | -648.6% | +12.8% |
| 5Y | +80.6% | +118.6% | -38.0% | +7.3% |
| All | +71.9% | +112.9% | -41.0% | +1.7% |
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