+189.8%
HOOD vs ALM
+951.0%
-761.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.9% |
| 7D | +17.1% | -2.6% | +19.7% | +17.6% |
| 30D | +31.6% | +32.0% | -0.4% | +26.0% |
| 3M | +38.2% | -15.0% | +53.3% | +40.0% |
| 6M | +48.5% | -10.1% | +58.7% | +47.8% |
| YTD | +8.0% | +99.4% | -91.5% | -3.3% |
| 1Y | +18.7% | +316.4% | -297.7% | -3.5% |
| 3Y | +999.1% | +2,022.0% | -1,022.9% | +646.3% |
| All | +189.8% | +951.0% | -761.2% | +96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling