+18.7%
HOOD vs JCI
+37.7%
-19.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.6% |
| 7D | +17.1% | +3.8% | +13.3% | +16.0% |
| 30D | +31.6% | -5.7% | +37.3% | +33.3% |
| 3M | +38.2% | -1.4% | +39.6% | +37.8% |
| 6M | +48.5% | +4.1% | +44.4% | +43.5% |
| YTD | +8.0% | +21.7% | -13.8% | -4.2% |
| 1Y | +18.7% | +36.1% | -17.5% | -6.5% |
| All | +18.7% | +37.7% | -19.0% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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