-36.1%
HOOD vs HBM
+47.3%
-83.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.6% | -1.6% | +0.2% |
| 7D | -4.4% | -5.8% | +1.5% | -1.5% |
| 30D | -23.4% | -18.5% | -4.9% | -15.5% |
| 3M | -6.5% | -10.3% | +3.7% | -1.4% |
| 6M | +14.2% | +2.1% | +12.1% | +9.9% |
| YTD | -22.7% | +12.0% | -34.7% | -38.3% |
| 1Y | -36.1% | +49.8% | -85.9% | -64.5% |
| All | -36.1% | +47.3% | -83.4% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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