+18.7%
HOOD vs XLB
+17.4%
+1.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.8% |
| 7D | +17.1% | -1.4% | +18.5% | +18.6% |
| 30D | +31.6% | -0.4% | +32.0% | +32.1% |
| 3M | +38.2% | +2.0% | +36.3% | +35.2% |
| 6M | +48.5% | +1.8% | +46.7% | +45.3% |
| YTD | +8.0% | +16.6% | -8.6% | -10.2% |
| 1Y | +18.7% | +16.9% | +1.7% | -1.8% |
| All | +18.7% | +17.4% | +1.3% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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