+231.1%
HOOD vs EXE
+119.6%
+111.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.3% |
| 7D | +7.7% | -2.7% | +10.5% | +8.6% |
| 30D | +22.0% | -0.4% | +22.3% | +21.9% |
| 3M | +37.6% | +9.5% | +28.1% | +33.0% |
| 6M | +45.3% | -9.3% | +54.6% | +48.5% |
| YTD | +1.9% | -10.9% | +12.8% | +4.4% |
| 1Y | -2.7% | +4.3% | -7.0% | -5.7% |
| 3Y | +973.4% | +18.8% | +954.6% | +907.0% |
| 5Y | +179.3% | +101.4% | +77.9% | +143.8% |
| All | +231.1% | +119.6% | +111.4% | +194.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 10y: compounded portfolio wealth divided by compounded EXE 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…
10y analysis · Full analysis span regression · 6 months rolling