+250.7%
HOOD vs XHB
+45.5%
+205.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -3.0% |
| 7D | +17.1% | -1.3% | +18.4% | +18.6% |
| 30D | +31.6% | -6.9% | +38.5% | +40.4% |
| 3M | +38.2% | -1.3% | +39.5% | +37.3% |
| 6M | +48.5% | -6.8% | +55.3% | +55.4% |
| YTD | +8.0% | +0.7% | +7.2% | +3.5% |
| 1Y | +18.7% | -11.2% | +29.9% | +27.9% |
| 3Y | +999.1% | +25.3% | +973.8% | +696.8% |
| 5Y | +181.7% | +37.3% | +144.4% | +65.7% |
| All | +250.7% | +45.5% | +205.2% | +122.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling