+139.3%
HOOD vs ALLE
+49.7%
+89.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.2% | +1.3% |
| 7D | -0.6% | -0.6% | 0.0% | -0.1% |
| 30D | -23.6% | +26.6% | -50.2% | -34.4% |
| 3M | -10.7% | +13.2% | -23.9% | -17.8% |
| 6M | +8.2% | +42.9% | -34.7% | -15.9% |
| YTD | -26.3% | +21.0% | -47.4% | -36.6% |
| 1Y | -36.1% | +15.2% | -51.2% | -43.1% |
| 3Y | +950.7% | +95.6% | +855.1% | +493.3% |
| 5Y | +127.0% | +53.4% | +73.6% | +36.0% |
| All | +139.3% | +49.7% | +89.6% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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