+79.1%
META vs HOOD
+111.9%
-32.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -10.3% | +6.4% | -1.5% |
| 7D | -3.1% | -14.4% | +11.3% | +0.5% |
| 30D | -18.1% | -30.0% | +11.9% | -10.9% |
| 3M | +2.9% | -15.5% | +18.4% | +5.9% |
| 6M | +0.2% | +1.8% | -1.6% | -2.8% |
| YTD | -8.1% | -30.7% | +22.6% | -3.7% |
| 1Y | -4.5% | -45.0% | +40.5% | +4.9% |
| 3Y | +94.2% | +709.0% | -614.8% | -8.3% |
| 5Y | +79.1% | +111.8% | -32.7% | +12.2% |
| All | +79.1% | +111.9% | -32.8% | +12.2% |
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