+231.1%
HOOD vs JBL
+445.8%
-214.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.6% |
| 7D | +7.7% | +4.0% | +3.7% | +5.3% |
| 30D | +22.0% | -7.5% | +29.4% | +27.4% |
| 3M | +37.6% | -14.1% | +51.7% | +48.0% |
| 6M | +45.3% | +25.9% | +19.4% | +19.5% |
| YTD | +1.9% | +36.7% | -34.7% | -21.4% |
| 1Y | -2.7% | +49.0% | -51.7% | -29.7% |
| 3Y | +973.4% | +191.8% | +781.6% | +369.3% |
| 5Y | +179.3% | +409.8% | -230.5% | -28.2% |
| All | +231.1% | +445.8% | -214.8% | -5.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling