+4.7%
HOOD vs FIX
-40.5%
+45.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.0% | -1.0% | +2.9% |
| 7D | -3.2% | +6.4% | -9.7% | -4.6% |
| 30D | -22.6% | -29.1% | +6.5% | -18.4% |
| 3M | -10.4% | -31.1% | +20.8% | -5.2% |
| 6M | +4.7% | -42.8% | +47.5% | +12.5% |
| All | +4.7% | -40.5% | +45.2% | +12.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling