+231.1%
HOOD vs HIG
+145.1%
+86.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.4% | -2.1% |
| 7D | +7.7% | -0.5% | +8.2% | +8.2% |
| 30D | +22.0% | -2.8% | +24.8% | +23.5% |
| 3M | +37.6% | +6.3% | +31.3% | +32.5% |
| 6M | +45.3% | -0.1% | +45.4% | +44.0% |
| YTD | +1.9% | +0.4% | +1.5% | +0.3% |
| 1Y | -2.7% | +6.2% | -9.0% | -8.3% |
| 3Y | +973.4% | +101.6% | +871.8% | +575.5% |
| 5Y | +179.3% | +119.8% | +59.4% | +71.4% |
| All | +231.1% | +145.1% | +86.0% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 10y: compounded portfolio wealth divided by compounded HIG 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…
10y analysis · Full analysis span regression · 6 months rolling