+48.5%
HOOD vs SUNB
-4.7%
+53.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.9% | -6.0% | -2.8% |
| 7D | +17.1% | -6.3% | +23.4% | +18.7% |
| 30D | +31.6% | -14.2% | +45.7% | +35.9% |
| 3M | +38.2% | -14.7% | +53.0% | +43.0% |
| 6M | +48.5% | -7.9% | +56.5% | +50.3% |
| All | +48.5% | -4.7% | +53.3% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling