+237.0%
HOOD vs EMB
+8.6%
+228.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.6% |
| 7D | +13.4% | +0.3% | +13.1% | +12.7% |
| 30D | +25.8% | -0.5% | +26.3% | +27.6% |
| 3M | +38.0% | +0.3% | +37.7% | +37.8% |
| 6M | +52.2% | +1.2% | +51.0% | +51.0% |
| YTD | +3.7% | +1.5% | +2.3% | +2.4% |
| 1Y | +0.1% | +4.8% | -4.8% | -7.6% |
| 3Y | +992.6% | +30.4% | +962.2% | +577.2% |
| 5Y | +193.0% | +7.3% | +185.7% | +171.2% |
| All | +237.0% | +8.6% | +228.4% | +205.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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