+250.7%
HOOD vs HIG
+148.4%
+102.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.5% |
| 7D | +17.1% | +0.3% | +16.8% | +17.1% |
| 30D | +31.6% | -3.2% | +34.8% | +33.5% |
| 3M | +38.2% | +9.1% | +29.1% | +30.9% |
| 6M | +48.5% | -1.8% | +50.3% | +48.7% |
| YTD | +8.0% | +1.8% | +6.2% | +5.5% |
| 1Y | +18.7% | +4.6% | +14.1% | +13.2% |
| 3Y | +999.1% | +101.6% | +897.5% | +593.0% |
| 5Y | +181.7% | +124.5% | +57.2% | +74.1% |
| All | +250.7% | +148.4% | +102.3% | +180.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling