+122.7%
HOOD vs XLK
+110.4%
+12.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.3% | -1.5% |
| 7D | -3.8% | +3.4% | -7.1% | -8.1% |
| 30D | -23.0% | -10.6% | -12.4% | -9.9% |
| 3M | -21.6% | -10.6% | -11.0% | -7.9% |
| 6M | +1.4% | -3.5% | +4.9% | +4.5% |
| YTD | -31.2% | +18.7% | -49.9% | -47.1% |
| 1Y | -35.9% | +19.4% | -55.4% | -50.9% |
| 3Y | +836.9% | +94.5% | +742.5% | +299.9% |
| All | +122.7% | +110.4% | +12.3% | -11.7% |
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