+0.1%
HOOD vs EXE
+3.8%
-3.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.3% | -4.2% | -3.9% |
| 7D | +13.4% | -1.8% | +15.2% | +13.5% |
| 30D | +25.8% | +6.4% | +19.4% | +25.0% |
| 3M | +38.0% | +9.2% | +28.7% | +36.8% |
| 6M | +52.2% | -7.0% | +59.2% | +55.9% |
| YTD | +3.7% | -9.5% | +13.2% | +7.6% |
| 1Y | +0.1% | +6.2% | -6.2% | +10.2% |
| All | +0.1% | +3.8% | -3.7% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling