+963.5%
HOOD vs XLK
+119.9%
+843.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +7.7% | +2.3% | +5.4% | +4.4% |
| 30D | +22.0% | +0.8% | +21.1% | +20.8% |
| 3M | +37.6% | +4.1% | +33.6% | +27.4% |
| 6M | +45.3% | +34.8% | +10.5% | -12.0% |
| YTD | +1.9% | +30.8% | -28.9% | -34.7% |
| 1Y | -2.7% | +42.4% | -45.1% | -44.1% |
| All | +963.5% | +119.9% | +843.6% | +296.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling