+250.7%
HOOD vs EMR
+70.5%
+180.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -3.6% |
| 7D | +17.1% | -1.5% | +18.6% | +18.7% |
| 30D | +31.6% | -5.6% | +37.2% | +38.2% |
| 3M | +38.2% | +7.9% | +30.3% | +27.4% |
| 6M | +48.5% | +6.0% | +42.5% | +38.5% |
| YTD | +8.0% | +16.4% | -8.5% | -7.3% |
| 1Y | +18.7% | +16.6% | +2.0% | +1.6% |
| 3Y | +999.1% | +62.9% | +936.2% | +633.1% |
| 5Y | +181.7% | +60.1% | +121.6% | +40.9% |
| All | +250.7% | +70.5% | +180.2% | +128.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling