+122.7%
HOOD vs EMB
+7.3%
+115.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -3.7% |
| 7D | -3.8% | -0.9% | -2.9% | -1.5% |
| 30D | -23.0% | +0.4% | -23.3% | -23.3% |
| 3M | -21.6% | -3.1% | -18.5% | -14.9% |
| 6M | +1.4% | -2.1% | +3.5% | +8.1% |
| YTD | -31.2% | -1.1% | -30.1% | -27.6% |
| 1Y | -35.9% | -0.1% | -35.9% | -34.0% |
| 3Y | +836.9% | +29.6% | +807.4% | +493.9% |
| All | +122.7% | +7.3% | +115.5% | +83.4% |
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