+1,397.1%
HOOD vs BOXX
+18.4%
+1,378.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +7.7% | +0.1% | +7.7% | +7.4% |
| 30D | +22.0% | +0.3% | +21.7% | +19.8% |
| 3M | +37.6% | +1.0% | +36.6% | +29.6% |
| 6M | +45.3% | +1.9% | +43.3% | +26.3% |
| YTD | +1.9% | +2.6% | -0.7% | -15.9% |
| 1Y | -2.7% | +4.0% | -6.7% | -24.9% |
| 3Y | +973.4% | +14.6% | +958.8% | +896.9% |
| All | +1,397.1% | +18.4% | +1,378.7% | +1,319.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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