-40.1%
HOOD vs EXR
+26.0%
-66.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.2% |
| 7D | -5.1% | +1.7% | -6.8% | -5.4% |
| 30D | -25.4% | +18.0% | -43.4% | -28.5% |
| 3M | -14.0% | +9.7% | -23.6% | -16.0% |
| 6M | +5.6% | +13.4% | -7.9% | +1.4% |
| YTD | -28.1% | +26.3% | -54.4% | -30.3% |
| 1Y | -40.1% | +27.6% | -67.7% | -41.7% |
| All | -40.1% | +26.0% | -66.2% | -41.7% |
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