+132.4%
HOOD vs ALLE
+45.7%
+86.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.8% |
| 7D | -4.8% | -0.6% | -4.2% | -4.4% |
| 30D | -26.1% | +25.3% | -51.5% | -36.3% |
| 3M | -10.8% | +10.3% | -21.1% | -16.6% |
| 6M | +2.4% | +38.0% | -35.7% | -18.7% |
| YTD | -28.5% | +17.8% | -46.2% | -37.4% |
| 1Y | -36.3% | +13.6% | -49.9% | -43.0% |
| 3Y | +743.7% | +89.2% | +654.5% | +386.4% |
| 5Y | +118.6% | +51.1% | +67.6% | +33.9% |
| All | +132.4% | +45.7% | +86.7% | +104.5% |
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