-36.1%
HOOD vs EXR
+28.1%
-64.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +1.2% |
| 7D | -4.4% | +11.3% | -15.7% | -7.1% |
| 30D | -23.4% | +21.2% | -44.6% | -27.5% |
| 3M | -6.5% | +8.7% | -15.2% | -8.8% |
| 6M | +14.2% | +18.2% | -4.0% | +7.6% |
| YTD | -22.7% | +27.9% | -50.7% | -27.4% |
| 1Y | -36.1% | +28.3% | -64.4% | -39.6% |
| All | -36.1% | +28.1% | -64.2% | -39.6% |
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