+963.5%
HOOD vs JBL
+189.2%
+774.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.6% |
| 7D | +7.7% | +4.0% | +3.7% | +5.6% |
| 30D | +22.0% | -7.5% | +29.4% | +26.7% |
| 3M | +37.6% | -14.1% | +51.7% | +46.7% |
| 6M | +45.3% | +25.9% | +19.4% | +22.2% |
| YTD | +1.9% | +36.7% | -34.7% | -18.8% |
| 1Y | -2.7% | +49.0% | -51.7% | -26.9% |
| All | +963.5% | +189.2% | +774.3% | +494.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling