+132.4%
HOOD vs EIX
+33.8%
+98.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.5% | +5.7% | +3.7% |
| 7D | -4.8% | +1.0% | -5.8% | -5.0% |
| 30D | -26.1% | +9.1% | -35.2% | -27.3% |
| 3M | -10.8% | -10.2% | -0.6% | -10.3% |
| 6M | +2.4% | -11.2% | +13.6% | +2.4% |
| YTD | -28.5% | +4.5% | -32.9% | -32.3% |
| 1Y | -36.3% | +10.9% | -47.2% | -41.0% |
| 3Y | +743.7% | +8.4% | +735.3% | +662.5% |
| 5Y | +118.6% | +18.0% | +100.7% | +98.7% |
| All | +132.4% | +33.8% | +98.6% | +133.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling