+172.3%
HOOD vs ADVB
-88.3%
+260.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.1% |
| 7D | +17.1% | -3.8% | +20.9% | +17.2% |
| 30D | +31.6% | +17.6% | +14.0% | +30.9% |
| 3M | +38.2% | +119.1% | -80.9% | +30.8% |
| 6M | +48.5% | +103.4% | -54.8% | +37.7% |
| YTD | +8.0% | +59.8% | -51.9% | +1.4% |
| 1Y | +18.7% | +8.5% | +10.1% | +11.4% |
| All | +172.3% | -88.3% | +260.7% | +267.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 5y: compounded portfolio wealth divided by compounded ADVB 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…
5y analysis · Full analysis span regression · 6 months rolling