-35.9%
HOOD vs EXR
+26.8%
-62.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +4.0% |
| 7D | -3.2% | -1.1% | -2.1% | -2.9% |
| 30D | -22.6% | +18.8% | -41.3% | -26.1% |
| 3M | -10.4% | +9.9% | -20.3% | -12.7% |
| 6M | +4.7% | +12.6% | -7.9% | +0.6% |
| YTD | -25.2% | +26.5% | -51.7% | -28.3% |
| 1Y | -35.9% | +24.5% | -60.4% | -37.0% |
| All | -35.9% | +26.8% | -62.7% | -37.0% |
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