+113.0%
HOOD vs EMB
+6.0%
+107.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -4.8% | -0.1% | -4.7% | -4.5% |
| 30D | -26.1% | +1.3% | -27.4% | -28.2% |
| 3M | -10.8% | -2.7% | -8.1% | -4.2% |
| 6M | +2.4% | -2.8% | +5.2% | +10.9% |
| YTD | -28.5% | -1.1% | -27.4% | -24.8% |
| 1Y | -36.3% | 0.0% | -36.3% | -34.5% |
| 3Y | +743.7% | +28.8% | +714.9% | +438.9% |
| All | +113.0% | +6.0% | +107.0% | +85.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling