-12.8%
NOW vs HOOD
+104.9%
-117.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.3% | +5.9% | +2.5% |
| 7D | +0.3% | -3.8% | +4.0% | +1.1% |
| 30D | -27.0% | -23.0% | -4.0% | -22.7% |
| 3M | -19.6% | -21.6% | +2.0% | -16.2% |
| 6M | +17.5% | +1.4% | +16.0% | +14.7% |
| YTD | -33.3% | -31.2% | -2.1% | -30.1% |
| 1Y | -39.8% | -35.9% | -3.9% | -36.4% |
| 3Y | -19.9% | +836.9% | -856.9% | -57.1% |
| 5Y | -26.1% | +121.1% | -147.2% | -56.8% |
| All | -12.8% | +104.9% | -117.7% | -49.2% |
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 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