-2.7%
HOOD vs JCI
+36.6%
-39.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | +7.7% | +4.1% | +3.7% | +6.7% |
| 30D | +22.0% | -3.8% | +25.8% | +22.9% |
| 3M | +37.6% | -1.6% | +39.3% | +37.2% |
| 6M | +45.3% | +9.5% | +35.8% | +36.6% |
| YTD | +1.9% | +21.7% | -19.8% | -8.9% |
| 1Y | -2.7% | +37.1% | -39.9% | -21.8% |
| All | -2.7% | +36.6% | -39.3% | -21.8% |
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