+179.3%
HOOD vs EME
+544.7%
-365.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.7% | -0.2% |
| 7D | +7.7% | +2.7% | +5.0% | +5.9% |
| 30D | +22.0% | -6.8% | +28.8% | +26.8% |
| 3M | +37.6% | -8.8% | +46.4% | +41.2% |
| 6M | +45.3% | +5.0% | +40.3% | +33.8% |
| YTD | +1.9% | +23.5% | -21.6% | -17.4% |
| 1Y | -2.7% | +21.3% | -24.0% | -21.2% |
| 3Y | +973.4% | +241.1% | +732.3% | +327.0% |
| 5Y | +179.3% | +549.2% | -369.9% | -31.0% |
| All | +179.3% | +544.7% | -365.5% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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