+1,037.0%
HOOD vs HAL
-2.7%
+1,039.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | +17.1% | +2.9% | +14.2% | +16.0% |
| 30D | +31.6% | +17.0% | +14.5% | +24.6% |
| 3M | +38.2% | -9.7% | +47.9% | +42.9% |
| 6M | +48.5% | +8.6% | +39.9% | +39.7% |
| YTD | +8.0% | +33.0% | -25.0% | -7.9% |
| 1Y | +18.7% | +68.3% | -49.7% | -11.1% |
| All | +1,037.0% | -2.7% | +1,039.7% | +844.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling