+231.1%
HOOD vs XHB
+39.9%
+191.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | -0.4% |
| 7D | +7.7% | -1.9% | +9.7% | +9.8% |
| 30D | +22.0% | -8.3% | +30.3% | +32.1% |
| 3M | +37.6% | -7.1% | +44.8% | +44.7% |
| 6M | +45.3% | -5.3% | +50.5% | +49.4% |
| YTD | +1.9% | -3.2% | +5.1% | +1.3% |
| 1Y | -2.7% | -13.9% | +11.1% | +7.9% |
| 3Y | +973.4% | +24.9% | +948.5% | +675.6% |
| 5Y | +179.3% | +34.5% | +144.7% | +74.6% |
| All | +231.1% | +39.9% | +191.2% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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