+139.3%
HOOD vs EMB
+7.0%
+132.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.3% | +1.5% |
| 7D | -0.6% | +0.8% | -1.4% | -2.4% |
| 30D | -23.6% | +1.5% | -25.1% | -26.0% |
| 3M | -10.7% | -1.9% | -8.8% | -5.9% |
| 6M | +8.2% | -1.6% | +9.8% | +13.8% |
| YTD | -26.3% | 0.0% | -26.3% | -24.6% |
| 1Y | -36.1% | +1.1% | -37.1% | -35.9% |
| 3Y | +950.7% | +30.9% | +919.8% | +552.3% |
| 5Y | +127.0% | +7.1% | +120.0% | +101.5% |
| All | +139.3% | +7.0% | +132.2% | +125.0% |
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