-36.3%
HOOD vs EXC
+2.5%
-38.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.0% | +5.2% | +2.3% |
| 7D | -4.8% | -1.2% | -3.6% | -5.3% |
| 30D | -26.1% | +10.0% | -36.1% | -22.7% |
| 3M | -10.8% | +1.6% | -12.4% | -9.7% |
| 6M | +2.4% | +3.3% | -0.9% | +4.1% |
| YTD | -28.5% | +7.6% | -36.0% | -25.8% |
| 1Y | -36.3% | +3.5% | -39.8% | -31.8% |
| All | -36.3% | +2.5% | -38.8% | -31.8% |
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