+189.8%
HOOD vs EMB
+7.4%
+182.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +17.1% | 0.0% | +17.1% | +17.3% |
| 30D | +31.6% | -0.3% | +31.9% | +32.9% |
| 3M | +38.2% | -0.4% | +38.7% | +40.5% |
| 6M | +48.5% | +0.1% | +48.4% | +50.8% |
| YTD | +8.0% | +1.6% | +6.4% | +6.2% |
| 1Y | +18.7% | +5.6% | +13.0% | +7.6% |
| 3Y | +999.1% | +29.8% | +969.3% | +586.7% |
| All | +189.8% | +7.4% | +182.5% | +162.3% |
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 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