+250.7%
HOOD vs XLI
+82.5%
+168.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.8% |
| 7D | +17.1% | -1.1% | +18.2% | +19.4% |
| 30D | +31.6% | -5.9% | +37.5% | +45.9% |
| 3M | +38.2% | -0.3% | +38.5% | +37.0% |
| 6M | +48.5% | +0.1% | +48.4% | +46.1% |
| YTD | +8.0% | +13.6% | -5.6% | -15.0% |
| 1Y | +18.7% | +17.2% | +1.5% | -10.6% |
| 3Y | +999.1% | +68.2% | +930.9% | +398.2% |
| 5Y | +181.7% | +80.7% | +101.0% | +3.8% |
| All | +250.7% | +82.5% | +168.1% | +37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling