-36.1%
HOOD vs EXC
+1.0%
-37.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +2.7% |
| 7D | -4.4% | +3.3% | -7.7% | -3.0% |
| 30D | -23.4% | +13.3% | -36.7% | -19.0% |
| 3M | -6.5% | +1.8% | -8.4% | -5.3% |
| 6M | +14.2% | +1.1% | +13.1% | +15.8% |
| YTD | -22.7% | +9.0% | -31.7% | -20.1% |
| 1Y | -36.1% | +3.4% | -39.5% | -29.8% |
| All | -36.1% | +1.0% | -37.2% | -29.8% |
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