-38.8%
HOOD vs JBL
+23.4%
-62.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.4% | -4.2% | -4.0% |
| 7D | +3.8% | +10.0% | -6.2% | -0.5% |
| 30D | -26.4% | -18.2% | -8.2% | -20.0% |
| 3M | -14.3% | -29.0% | +14.7% | -2.0% |
| 6M | +3.9% | -25.9% | +29.8% | +13.7% |
| YTD | -28.1% | +14.1% | -42.2% | -39.4% |
| 1Y | -38.8% | +21.7% | -60.5% | -53.1% |
| All | -38.8% | +23.4% | -62.2% | -53.1% |
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