-2.7%
HOOD vs HAL
+72.7%
-75.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.7% |
| 7D | +7.7% | -1.3% | +9.1% | +7.6% |
| 30D | +22.0% | +10.9% | +11.1% | +23.2% |
| 3M | +37.6% | -5.8% | +43.5% | +39.6% |
| 6M | +45.3% | +8.1% | +37.2% | +41.8% |
| YTD | +1.9% | +33.2% | -31.3% | -4.2% |
| 1Y | -2.7% | +74.2% | -76.9% | -6.1% |
| All | -2.7% | +72.7% | -75.5% | -6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling