-36.1%
HOOD vs XLK
+19.7%
-55.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -4.4% | -7.6% | +3.2% | +6.0% |
| 30D | -23.4% | -12.2% | -11.2% | -9.0% |
| 3M | -6.5% | -5.5% | -1.1% | +1.0% |
| 6M | +14.2% | +9.2% | +5.0% | -8.9% |
| YTD | -22.7% | +23.0% | -45.8% | -52.1% |
| 1Y | -36.1% | +20.7% | -56.8% | -57.5% |
| All | -36.1% | +19.7% | -55.8% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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