+133.6%
HOOD vs HAL
+69.5%
+64.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.7% |
| 7D | +3.8% | +2.6% | +1.1% | +3.0% |
| 30D | -26.4% | -0.1% | -26.3% | -26.4% |
| 3M | -14.3% | -1.1% | -13.2% | -14.4% |
| 6M | +3.9% | -20.7% | +24.7% | +10.1% |
| YTD | -28.1% | +17.5% | -45.6% | -34.1% |
| 1Y | -38.8% | +24.1% | -62.9% | -45.0% |
| 3Y | +888.5% | -8.4% | +896.8% | +833.9% |
| 5Y | +131.0% | +53.2% | +77.8% | +101.7% |
| All | +133.6% | +69.5% | +64.2% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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