-40.1%
HOOD vs ALM
+12.3%
-52.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -7.2% | +4.8% | -0.2% |
| 7D | -5.1% | -6.3% | +1.3% | -3.2% |
| 30D | -25.4% | -31.4% | +6.0% | -16.9% |
| 3M | -14.0% | -40.6% | +26.6% | -1.4% |
| 6M | +5.6% | -58.6% | +64.2% | +30.5% |
| YTD | -28.1% | -7.6% | -20.5% | -34.8% |
| 1Y | -40.1% | +13.8% | -54.0% | -50.4% |
| All | -40.1% | +12.3% | -52.4% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 1y: compounded portfolio wealth divided by compounded ALM 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…
1y analysis · Full analysis span regression · 6 months rolling