+18.7%
HOOD vs FIX
+128.3%
-109.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.8% |
| 7D | +17.1% | +6.0% | +11.1% | +14.6% |
| 30D | +31.6% | -7.2% | +38.8% | +34.9% |
| 3M | +38.2% | -15.9% | +54.1% | +44.7% |
| 6M | +48.5% | +12.7% | +35.8% | +32.1% |
| YTD | +8.0% | +72.8% | -64.8% | -23.9% |
| 1Y | +18.7% | +122.9% | -104.2% | -19.2% |
| All | +18.7% | +128.3% | -109.6% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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