+18.7%
HOOD vs XLK
+44.7%
-26.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -3.1% |
| 7D | +17.1% | +0.9% | +16.3% | +15.9% |
| 30D | +31.6% | +0.7% | +30.8% | +30.7% |
| 3M | +38.2% | -2.9% | +41.2% | +44.1% |
| 6M | +48.5% | +34.3% | +14.3% | -18.6% |
| YTD | +8.0% | +30.4% | -22.4% | -37.5% |
| 1Y | +18.7% | +43.4% | -24.7% | -33.0% |
| All | +18.7% | +44.7% | -26.0% | -33.0% |
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