+189.8%
HOOD vs EXEL
+199.5%
-9.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | +17.1% | +8.4% | +8.7% | +14.3% |
| 30D | +31.6% | +4.1% | +27.5% | +30.0% |
| 3M | +38.2% | +12.4% | +25.8% | +33.2% |
| 6M | +48.5% | +41.5% | +7.0% | +33.0% |
| YTD | +8.0% | +34.6% | -26.7% | -2.3% |
| 1Y | +18.7% | +57.9% | -39.2% | +1.6% |
| 3Y | +999.1% | +159.5% | +839.6% | +661.2% |
| All | +189.8% | +199.5% | -9.7% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 5y: compounded portfolio wealth divided by compounded EXEL 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…
5y analysis · Full analysis span regression · 6 months rolling