+123.6%
HOOD vs XHB
+44.7%
+78.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.0% | -4.9% |
| 7D | -3.8% | -0.2% | -3.6% | -3.6% |
| 30D | -23.0% | +9.9% | -32.9% | -29.6% |
| 3M | -21.6% | -6.3% | -15.4% | -17.2% |
| 6M | +1.4% | +3.8% | -2.4% | -4.5% |
| YTD | -31.2% | +0.1% | -31.3% | -34.0% |
| 1Y | -35.9% | -0.8% | -35.1% | -38.2% |
| 3Y | +836.9% | +35.6% | +801.3% | +520.3% |
| 5Y | +121.1% | +29.6% | +91.6% | +35.7% |
| All | +123.6% | +44.7% | +78.9% | +41.7% |
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