-38.8%
HOOD vs EMR
+29.8%
-68.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.7% | -3.7% |
| 7D | +3.8% | +2.7% | +1.1% | +1.5% |
| 30D | -26.4% | +2.1% | -28.5% | -27.2% |
| 3M | -14.3% | +2.3% | -16.5% | -15.5% |
| 6M | +3.9% | +22.5% | -18.6% | -12.2% |
| YTD | -28.1% | +27.2% | -55.3% | -42.4% |
| 1Y | -38.8% | +28.0% | -66.8% | -52.0% |
| All | -38.8% | +29.8% | -68.6% | -52.0% |
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