-16.3%
NOW vs HOOD
+727.3%
-743.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -1.1% |
| 7D | -3.0% | -4.8% | +1.8% | -2.0% |
| 30D | -26.0% | -26.1% | +0.1% | -21.5% |
| 3M | -13.1% | -10.8% | -2.3% | -12.0% |
| 6M | +14.5% | +2.4% | +12.2% | +11.6% |
| YTD | -33.4% | -28.5% | -5.0% | -31.3% |
| 1Y | -40.6% | -36.3% | -4.3% | -37.7% |
| 3Y | -16.3% | +743.7% | -760.0% | -40.5% |
| All | -16.3% | +727.3% | -743.6% | -40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling