+223.3%
HOOD vs XBI
+22.9%
+200.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | -7.8% | -4.6% | -3.2% | -3.1% |
| 30D | +18.6% | -2.0% | +20.6% | +21.2% |
| 3M | +22.1% | +17.8% | +4.3% | +2.5% |
| 6M | +43.1% | +23.7% | +19.3% | +15.3% |
| YTD | -0.5% | +28.2% | -28.7% | -22.9% |
| 1Y | -4.4% | +64.0% | -68.4% | -42.3% |
| 3Y | +938.5% | +99.4% | +839.1% | +416.6% |
| 5Y | +173.4% | +19.3% | +154.1% | +98.1% |
| All | +223.3% | +22.9% | +200.4% | +150.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 10y: compounded portfolio wealth divided by compounded XBI 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…
10y analysis · Full analysis span regression · 6 months rolling