+836.9%
HOOD vs ALM
+909.2%
-72.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +7.7% | -12.0% | -5.8% |
| 7D | -3.8% | +1.2% | -5.0% | -4.2% |
| 30D | -23.0% | -19.3% | -3.6% | -19.7% |
| 3M | -21.6% | -40.6% | +19.0% | -13.9% |
| 6M | +1.4% | -57.9% | +59.4% | +16.8% |
| YTD | -31.2% | -6.7% | -24.5% | -31.1% |
| 1Y | -35.9% | +20.2% | -56.1% | -38.5% |
| 3Y | +836.9% | +879.4% | -42.5% | +617.4% |
| All | +836.9% | +909.2% | -72.3% | +617.4% |
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 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