+574.3%
STX vs HOOD
+119.3%
+455.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.0% | +6.8% | +9.3% |
| 7D | -14.8% | -0.6% | -14.1% | -14.5% |
| 30D | -35.4% | -23.6% | -11.8% | -32.6% |
| 3M | -37.7% | -10.7% | -27.0% | -36.8% |
| 6M | -35.2% | +8.2% | -43.4% | -36.3% |
| YTD | +84.4% | -26.3% | +110.7% | +88.7% |
| 1Y | +82.3% | -36.1% | +118.3% | +89.9% |
| 3Y | +646.2% | +950.7% | -304.5% | +436.7% |
| 5Y | +487.4% | +127.0% | +360.4% | +325.8% |
| All | +574.3% | +119.3% | +455.0% | +391.0% |
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 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