+193.0%
HOOD vs HIG
+122.5%
+70.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.0% | -1.9% | -2.9% |
| 7D | +13.4% | -1.1% | +14.4% | +14.2% |
| 30D | +25.8% | -4.9% | +30.7% | +28.8% |
| 3M | +38.0% | +6.8% | +31.2% | +32.4% |
| 6M | +52.2% | -1.7% | +53.9% | +52.1% |
| YTD | +3.7% | -0.2% | +4.0% | +2.3% |
| 1Y | +0.1% | +5.7% | -5.7% | -5.7% |
| 3Y | +992.6% | +100.3% | +892.3% | +574.3% |
| 5Y | +193.0% | +118.5% | +74.5% | +63.5% |
| All | +193.0% | +122.5% | +70.4% | +63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling