+122.7%
HOOD vs ALHC
-66.2%
+189.0%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.4% | -3.9% |
| 7D | -3.8% | +0.3% | -4.0% | -3.9% |
| 30D | -23.0% | -10.6% | -12.4% | -21.0% |
| 3M | -21.6% | -45.3% | +23.7% | -11.2% |
| 6M | +1.4% | -59.7% | +61.2% | +20.1% |
| YTD | -31.2% | -62.7% | +31.6% | -17.8% |
| 1Y | -35.9% | -56.1% | +20.2% | -27.0% |
| 3Y | +836.9% | +21.3% | +815.7% | +598.0% |
| All | +122.7% | -66.2% | +189.0% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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