+0.1%
HOOD vs EMR
+16.0%
-16.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.6% |
| 7D | +13.4% | +3.1% | +10.3% | +10.9% |
| 30D | +25.8% | -3.5% | +29.3% | +29.2% |
| 3M | +38.0% | +9.8% | +28.2% | +26.1% |
| 6M | +52.2% | +10.8% | +41.4% | +37.0% |
| YTD | +3.7% | +15.9% | -12.2% | -9.0% |
| 1Y | +0.1% | +16.4% | -16.4% | -13.4% |
| All | +0.1% | +16.0% | -16.0% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 1y: compounded portfolio wealth divided by compounded EMR 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…
1y analysis · Full analysis span regression · 6 months rolling