+73.6%
META vs HOOD
+221.3%
-147.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.4% |
| 7D | +6.7% | +17.1% | -10.4% | +3.2% |
| 30D | +4.8% | +31.6% | -26.8% | -1.4% |
| 3M | -1.6% | +38.2% | -39.9% | -8.8% |
| 6M | -7.5% | +48.5% | -56.0% | -16.3% |
| YTD | -6.4% | +8.0% | -14.4% | -10.6% |
| 1Y | -17.3% | +18.7% | -36.0% | -23.9% |
| 3Y | +109.9% | +999.1% | -889.2% | +15.5% |
| 5Y | +65.4% | +181.7% | -116.3% | -9.1% |
| All | +73.6% | +221.3% | -147.7% | -5.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling