+113.0%
HOOD vs HAL
+41.5%
+71.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.3% |
| 7D | -4.8% | -12.0% | +7.2% | -0.9% |
| 30D | -26.1% | +0.3% | -26.4% | -26.3% |
| 3M | -10.8% | -1.6% | -9.2% | -11.0% |
| 6M | +2.4% | -20.5% | +22.8% | +8.8% |
| YTD | -28.5% | +14.2% | -42.7% | -34.5% |
| 1Y | -36.3% | +18.9% | -55.2% | -42.7% |
| 3Y | +743.7% | -13.7% | +757.4% | +711.5% |
| All | +113.0% | +41.5% | +71.5% | +59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling