+189.8%
HOOD vs ALLE
+13.7%
+176.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.8% |
| 7D | +17.1% | -0.2% | +17.3% | +17.3% |
| 30D | +31.6% | -6.8% | +38.4% | +37.9% |
| 3M | +38.2% | +21.0% | +17.2% | +19.0% |
| 6M | +48.5% | +1.1% | +47.4% | +45.3% |
| YTD | +8.0% | -0.5% | +8.5% | +5.5% |
| 1Y | +18.7% | -7.3% | +25.9% | +22.0% |
| 3Y | +999.1% | +42.3% | +956.8% | +663.8% |
| All | +189.8% | +13.7% | +176.1% | +113.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling