+18.7%
HOOD vs XLF
+9.9%
+8.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -0.6% |
| 7D | +17.1% | 0.0% | +17.1% | +17.5% |
| 30D | +31.6% | +0.2% | +31.4% | +31.4% |
| 3M | +38.2% | +11.7% | +26.5% | +12.7% |
| 6M | +48.5% | +13.8% | +34.7% | +17.7% |
| YTD | +8.0% | +7.0% | +1.0% | -4.9% |
| 1Y | +18.7% | +9.1% | +9.5% | +1.0% |
| All | +18.7% | +9.9% | +8.8% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLF.
Daily Out/Under-Performance
Portfolio return minus XLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLF 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 XLF 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