+231.1%
HOOD vs XLI
+78.9%
+152.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | +0.8% |
| 7D | +7.7% | -0.6% | +8.3% | +9.0% |
| 30D | +22.0% | -6.9% | +28.9% | +37.7% |
| 3M | +37.6% | -1.9% | +39.5% | +40.3% |
| 6M | +45.3% | +1.0% | +44.3% | +40.4% |
| YTD | +1.9% | +11.3% | -9.4% | -17.0% |
| 1Y | -2.7% | +15.8% | -18.5% | -25.3% |
| 3Y | +973.4% | +69.8% | +903.6% | +382.1% |
| 5Y | +179.3% | +80.9% | +98.4% | +13.1% |
| All | +231.1% | +78.9% | +152.2% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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