-1.9%
HOOD vs SHEL
+37.9%
-39.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -1.7% |
| 7D | +7.7% | +3.0% | +4.7% | +8.2% |
| 30D | +22.0% | +7.2% | +14.8% | +22.8% |
| 3M | +37.6% | +12.9% | +24.7% | +39.5% |
| 6M | +45.3% | +13.7% | +31.6% | +43.0% |
| YTD | +1.9% | +33.7% | -31.7% | -8.5% |
| All | -1.9% | +37.9% | -39.8% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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