+18.7%
HOOD vs EXR
+1.1%
+17.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.8% |
| 7D | +17.1% | -2.6% | +19.7% | +17.9% |
| 30D | +31.6% | -7.2% | +38.8% | +34.0% |
| 3M | +38.2% | -3.5% | +41.7% | +39.0% |
| 6M | +48.5% | -5.3% | +53.8% | +46.9% |
| YTD | +8.0% | +9.4% | -1.4% | +6.4% |
| 1Y | +18.7% | +1.3% | +17.3% | +17.9% |
| All | +18.7% | +1.1% | +17.6% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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