+139.3%
HOOD vs EIX
+35.5%
+103.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.7% | +2.7% |
| 7D | -0.6% | +0.7% | -1.3% | -0.7% |
| 30D | -23.6% | +8.8% | -32.3% | -24.7% |
| 3M | -10.7% | -10.9% | +0.2% | -9.9% |
| 6M | +8.2% | -10.3% | +18.5% | +8.1% |
| YTD | -26.3% | +5.8% | -32.2% | -30.4% |
| 1Y | -36.1% | +11.4% | -47.5% | -40.7% |
| 3Y | +950.7% | +11.1% | +939.6% | +843.1% |
| 5Y | +127.0% | +18.5% | +108.6% | +104.4% |
| All | +139.3% | +35.5% | +103.8% | +139.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 10y: compounded portfolio wealth divided by compounded EIX 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…
10y analysis · Full analysis span regression · 6 months rolling