+123.6%
HOOD vs FIX
+1,472.9%
-1,349.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -3.6% |
| 7D | -3.8% | +9.4% | -13.2% | -7.9% |
| 30D | -23.0% | -27.8% | +4.8% | -11.6% |
| 3M | -21.6% | -35.6% | +13.9% | -5.8% |
| 6M | +1.4% | -45.2% | +46.7% | +29.0% |
| YTD | -31.2% | +19.5% | -50.6% | -44.1% |
| 1Y | -35.9% | +24.2% | -60.2% | -49.1% |
| 3Y | +836.9% | +494.2% | +342.8% | +192.7% |
| 5Y | +121.1% | +1,036.1% | -915.0% | -58.5% |
| All | +123.6% | +1,472.9% | -1,349.3% | -56.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling