-12.7%
NOW vs HOOD
+106.3%
-119.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -10.3% | +4.4% | -3.6% |
| 7D | -6.7% | -14.4% | +7.7% | -3.4% |
| 30D | -25.8% | -30.0% | +4.2% | -20.0% |
| 3M | -12.7% | -15.5% | +2.9% | -10.4% |
| 6M | +11.2% | +1.8% | +9.5% | +8.5% |
| YTD | -33.2% | -30.7% | -2.5% | -30.1% |
| 1Y | -41.8% | -45.0% | +3.2% | -36.5% |
| 3Y | -15.7% | +709.0% | -724.6% | -53.4% |
| 5Y | -26.0% | +111.8% | -137.8% | -56.8% |
| All | -12.7% | +106.3% | -119.0% | -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 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