-4.4%
HOOD vs XLK
+38.8%
-43.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -2.5% |
| 7D | -7.8% | +0.2% | -8.0% | -8.1% |
| 30D | +18.6% | -0.6% | +19.2% | +19.9% |
| 3M | +22.1% | +2.6% | +19.5% | +16.1% |
| 6M | +43.1% | +34.0% | +9.1% | -21.0% |
| YTD | -0.5% | +30.7% | -31.1% | -42.5% |
| 1Y | -4.4% | +39.2% | -43.6% | -44.3% |
| All | -4.4% | +38.8% | -43.2% | -44.3% |
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