-38.8%
HOOD vs FIX
+17.5%
-56.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.9% | -0.9% | -2.9% |
| 7D | +3.8% | +16.9% | -13.1% | -1.5% |
| 30D | -26.4% | -30.6% | +4.3% | -17.8% |
| 3M | -14.3% | -35.1% | +20.8% | -2.7% |
| 6M | +3.9% | -44.0% | +47.9% | +23.2% |
| YTD | -28.1% | +21.0% | -49.1% | -47.0% |
| 1Y | -38.8% | +16.2% | -55.0% | -53.8% |
| All | -38.8% | +17.5% | -56.4% | -53.8% |
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