-4.4%
HOOD vs XBI
+66.9%
-71.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.2% |
| 7D | -7.8% | -4.6% | -3.2% | -2.7% |
| 30D | +18.6% | -2.0% | +20.6% | +21.3% |
| 3M | +22.1% | +17.8% | +4.3% | -0.4% |
| 6M | +43.1% | +23.7% | +19.3% | +11.4% |
| YTD | -0.5% | +28.2% | -28.7% | -26.0% |
| 1Y | -4.4% | +64.0% | -68.4% | -46.3% |
| All | -4.4% | +66.9% | -71.3% | -46.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling