+878.9%
HOOD vs EXR
+53.2%
+825.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.6% |
| 7D | +3.8% | -1.2% | +5.0% | +4.2% |
| 30D | -26.4% | +18.3% | -44.7% | -30.5% |
| 3M | -14.3% | +9.1% | -23.3% | -16.8% |
| 6M | +3.9% | +11.7% | -7.8% | -0.3% |
| YTD | -28.1% | +25.7% | -53.8% | -33.8% |
| 1Y | -38.8% | +24.9% | -63.7% | -43.6% |
| All | +878.9% | +53.2% | +825.7% | +757.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling