+131.0%
HOOD vs ALB
-63.0%
+194.0%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.7% | -3.3% |
| 7D | +3.8% | -3.6% | +7.4% | +5.3% |
| 30D | -26.4% | -2.9% | -23.5% | -25.7% |
| 3M | -14.3% | -25.8% | +11.6% | -4.3% |
| 6M | +3.9% | -53.6% | +57.5% | +39.6% |
| YTD | -28.1% | -32.4% | +4.3% | -20.1% |
| 1Y | -38.8% | -13.0% | -25.8% | -39.6% |
| 3Y | +888.5% | -15.0% | +903.5% | +753.1% |
| 5Y | +131.0% | -63.5% | +194.6% | +167.3% |
| All | +131.0% | -63.0% | +194.0% | +167.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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