+139.3%
HOOD vs HAL
+64.9%
+74.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +2.9% |
| 7D | -0.6% | -7.9% | +7.3% | +1.7% |
| 30D | -23.6% | -2.1% | -21.5% | -23.2% |
| 3M | -10.7% | +0.4% | -11.1% | -11.4% |
| 6M | +8.2% | -19.2% | +27.4% | +13.7% |
| YTD | -26.3% | +14.4% | -40.7% | -31.9% |
| 1Y | -36.1% | +18.0% | -54.1% | -41.7% |
| 3Y | +950.7% | -9.7% | +960.4% | +896.9% |
| 5Y | +127.0% | +40.1% | +86.9% | +97.5% |
| All | +139.3% | +64.9% | +74.4% | +120.3% |
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