+48.5%
HOOD vs EMR
+4.5%
+44.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -3.1% |
| 7D | +17.1% | -1.5% | +18.6% | +18.1% |
| 30D | +31.6% | -5.6% | +37.2% | +36.0% |
| 3M | +38.2% | +7.9% | +30.3% | +31.1% |
| 6M | +48.5% | +6.0% | +42.5% | +43.9% |
| All | +48.5% | +4.5% | +44.0% | +43.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling