+193.0%
HOOD vs EEM
+45.8%
+147.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -4.2% |
| 7D | +13.4% | +3.1% | +10.3% | +8.1% |
| 30D | +25.8% | +4.9% | +20.9% | +17.3% |
| 3M | +38.0% | +5.2% | +32.8% | +25.8% |
| 6M | +52.2% | +20.7% | +31.5% | +8.8% |
| YTD | +3.7% | +26.5% | -22.7% | -32.0% |
| 1Y | +0.1% | +37.8% | -37.8% | -42.7% |
| 3Y | +992.6% | +91.0% | +901.6% | +267.7% |
| 5Y | +193.0% | +47.0% | +145.9% | +68.2% |
| All | +193.0% | +45.8% | +147.2% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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