+992.6%
HOOD vs XLI
+71.5%
+921.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.0% |
| 7D | +13.4% | +1.0% | +12.4% | +11.6% |
| 30D | +25.8% | -5.8% | +31.6% | +40.7% |
| 3M | +38.0% | +0.7% | +37.3% | +33.3% |
| 6M | +52.2% | +3.2% | +49.0% | +39.5% |
| YTD | +3.7% | +13.0% | -9.3% | -21.9% |
| 1Y | +0.1% | +16.8% | -16.7% | -29.1% |
| 3Y | +992.6% | +72.4% | +920.1% | +308.7% |
| All | +992.6% | +71.5% | +921.1% | +308.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling