+18.7%
HOOD vs EXC
+2.6%
+16.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -2.9% |
| 7D | +17.1% | -0.7% | +17.8% | +16.7% |
| 30D | +31.6% | -4.6% | +36.2% | +29.0% |
| 3M | +38.2% | -2.2% | +40.5% | +37.0% |
| 6M | +48.5% | -10.6% | +59.1% | +44.1% |
| YTD | +8.0% | +1.9% | +6.0% | +9.4% |
| 1Y | +18.7% | +3.4% | +15.3% | +27.1% |
| All | +18.7% | +2.6% | +16.1% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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