+123.6%
HOOD vs XBI
+18.5%
+105.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -3.8% |
| 7D | -3.8% | -1.1% | -2.7% | -2.6% |
| 30D | -23.0% | +2.6% | -25.5% | -24.8% |
| 3M | -21.6% | -4.0% | -17.6% | -18.4% |
| 6M | +1.4% | +10.9% | -9.5% | -9.5% |
| YTD | -31.2% | +23.6% | -54.8% | -44.7% |
| 1Y | -35.9% | +35.1% | -71.0% | -53.1% |
| 3Y | +836.9% | +125.2% | +711.8% | +311.7% |
| 5Y | +121.1% | +19.7% | +101.4% | +66.3% |
| All | +123.6% | +18.5% | +105.2% | +79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling