+193.0%
HOOD vs HAL
+101.7%
+91.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.7% |
| 7D | +13.4% | +0.5% | +12.9% | +13.2% |
| 30D | +25.8% | +15.9% | +9.8% | +19.5% |
| 3M | +38.0% | -8.7% | +46.7% | +41.1% |
| 6M | +52.2% | +9.0% | +43.2% | +44.0% |
| YTD | +3.7% | +32.0% | -28.3% | -8.9% |
| 1Y | +0.1% | +72.5% | -72.4% | -21.6% |
| 3Y | +992.6% | -4.5% | +997.1% | +918.5% |
| 5Y | +193.0% | +109.7% | +83.3% | +107.2% |
| All | +193.0% | +101.7% | +91.3% | +107.2% |
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