+250.7%
HOOD vs HAL
+91.8%
+158.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | +17.1% | +2.9% | +14.2% | +16.1% |
| 30D | +31.6% | +17.0% | +14.5% | +25.2% |
| 3M | +38.2% | -9.7% | +47.9% | +41.7% |
| 6M | +48.5% | +8.6% | +39.9% | +41.5% |
| YTD | +8.0% | +33.0% | -25.0% | -4.3% |
| 1Y | +18.7% | +68.3% | -49.7% | -4.0% |
| 3Y | +999.1% | +0.1% | +999.0% | +909.5% |
| 5Y | +181.7% | +102.6% | +79.1% | +161.3% |
| All | +250.7% | +91.8% | +158.9% | +209.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling