+1,028.6%
HOOD vs ALM
+2,063.1%
-1,034.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.8% |
| 7D | +17.1% | -2.6% | +19.7% | +17.7% |
| 30D | +31.6% | +32.0% | -0.4% | +25.5% |
| 3M | +38.2% | -15.0% | +53.3% | +40.2% |
| 6M | +48.5% | -10.1% | +58.7% | +47.6% |
| YTD | +8.0% | +99.4% | -91.5% | -4.1% |
| 1Y | +18.7% | +316.4% | -297.7% | -4.7% |
| All | +1,028.6% | +2,063.1% | -1,034.6% | +696.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling