+250.7%
HOOD vs ALM
+939.8%
-689.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +26.1% |
| 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% | -3.0% |
| 1Y | +18.7% | +316.4% | -297.7% | -2.8% |
| 3Y | +999.1% | +2,022.0% | -1,022.9% | +662.2% |
| 5Y | +181.7% | +941.2% | -759.5% | +96.2% |
| All | +250.7% | +939.8% | -689.1% | +138.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling