-36.1%
HOOD vs JBL
+20.8%
-56.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.8% | +6.9% | +4.1% |
| 7D | -4.4% | -11.1% | +6.7% | +0.5% |
| 30D | -23.4% | -14.1% | -9.3% | -18.2% |
| 3M | -6.5% | -23.9% | +17.4% | +4.2% |
| 6M | +14.2% | -24.1% | +38.3% | +23.2% |
| YTD | -22.7% | +13.5% | -36.2% | -36.3% |
| 1Y | -36.1% | +23.7% | -59.8% | -54.1% |
| All | -36.1% | +20.8% | -56.9% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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