+250.7%
HOOD vs EXR
-1.9%
+252.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.6% |
| 7D | +17.1% | -2.6% | +19.7% | +18.5% |
| 30D | +31.6% | -7.2% | +38.8% | +36.0% |
| 3M | +38.2% | -3.5% | +41.7% | +39.8% |
| 6M | +48.5% | -5.3% | +53.8% | +51.5% |
| YTD | +8.0% | +9.4% | -1.4% | +3.0% |
| 1Y | +18.7% | +1.3% | +17.3% | +16.7% |
| 3Y | +999.1% | +22.4% | +976.7% | +850.2% |
| 5Y | +181.7% | -12.2% | +193.9% | +167.6% |
| All | +250.7% | -1.9% | +252.6% | +443.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling