+175.3%
HOOD vs XLK
+141.8%
+33.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | +0.3% |
| 7D | -9.1% | -0.4% | -8.7% | -8.7% |
| 30D | +20.1% | -0.5% | +20.5% | +21.2% |
| 3M | +31.2% | +5.0% | +26.2% | +20.7% |
| 6M | +44.3% | +32.9% | +11.5% | -6.4% |
| YTD | +0.2% | +29.0% | -28.8% | -31.5% |
| 1Y | -3.5% | +37.8% | -41.4% | -38.7% |
| 3Y | +955.2% | +118.7% | +836.5% | +282.8% |
| 5Y | +175.3% | +145.6% | +29.7% | -8.2% |
| All | +175.3% | +141.8% | +33.5% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling