+189.8%
HOOD vs ILMN
-51.8%
+241.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.3% |
| 7D | +17.1% | +1.2% | +15.9% | +16.7% |
| 30D | +31.6% | +9.2% | +22.4% | +26.2% |
| 3M | +38.2% | +29.8% | +8.4% | +20.6% |
| 6M | +48.5% | +69.2% | -20.7% | +13.4% |
| YTD | +8.0% | +66.4% | -58.4% | -18.2% |
| 1Y | +18.7% | +123.4% | -104.7% | -24.8% |
| 3Y | +999.1% | +33.2% | +965.9% | +770.3% |
| All | +189.8% | -51.8% | +241.7% | +338.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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