+5.6%
META vs HOOD
-40.0%
+45.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.3% | +7.2% | +3.7% |
| 7D | +5.2% | -3.8% | +8.9% | +5.8% |
| 30D | -13.0% | -23.0% | +10.0% | -9.0% |
| 3M | +7.9% | -21.6% | +29.6% | +11.9% |
| 6M | +4.2% | +1.4% | +2.8% | +3.5% |
| YTD | -2.5% | -31.2% | +28.6% | -1.7% |
| 1Y | +5.6% | -35.9% | +41.5% | +6.8% |
| All | +5.6% | -40.0% | +45.6% | +6.8% |
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