+85.8%
HOOD vs ADVB
-97.4%
+183.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.5% | -0.6% | +2.9% |
| 7D | -0.6% | -1.2% | +0.6% | -0.6% |
| 30D | -23.6% | -61.4% | +37.8% | -22.3% |
| 3M | -10.7% | -67.8% | +57.1% | -9.3% |
| 6M | +8.2% | -66.9% | +75.0% | +5.9% |
| YTD | -26.3% | -64.9% | +38.6% | -29.0% |
| 1Y | -36.1% | -74.8% | +38.7% | -37.5% |
| All | +85.8% | -97.4% | +183.3% | +156.8% |
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