+81.9%
META vs HOOD
+118.3%
-36.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.1% |
| 7D | -0.8% | -4.8% | +4.0% | +0.3% |
| 30D | -15.4% | -26.1% | +10.7% | -9.2% |
| 3M | +3.5% | -10.8% | +14.3% | +5.1% |
| 6M | -0.3% | +2.4% | -2.6% | -3.4% |
| YTD | -7.3% | -28.5% | +21.1% | -3.7% |
| 1Y | -1.1% | -36.3% | +35.2% | +4.8% |
| 3Y | +95.1% | +743.7% | -648.6% | -9.0% |
| All | +81.9% | +118.3% | -36.4% | +17.0% |
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