+20.4%
NOW vs HOOD
+221.3%
-200.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.9% | -2.5% |
| 7D | -2.4% | +17.1% | -19.5% | -5.9% |
| 30D | +20.5% | +31.6% | -11.1% | +12.7% |
| 3M | +18.3% | +38.2% | -19.9% | +8.5% |
| 6M | +24.1% | +48.5% | -24.5% | +11.5% |
| YTD | -7.8% | +8.0% | -15.8% | -12.0% |
| 1Y | -21.4% | +18.7% | -40.1% | -27.9% |
| 3Y | +19.5% | +999.1% | -979.6% | -37.9% |
| 5Y | +4.1% | +181.7% | -177.6% | -44.4% |
| All | +20.4% | +221.3% | -200.9% | -36.0% |
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 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