+18.7%
HOOD vs XLU
+4.9%
+13.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +17.1% | +0.8% | +16.3% | +17.1% |
| 30D | +31.6% | -1.3% | +32.9% | +31.5% |
| 3M | +38.2% | -1.3% | +39.6% | +36.9% |
| 6M | +48.5% | -7.6% | +56.2% | +51.7% |
| YTD | +8.0% | +2.3% | +5.7% | +4.1% |
| 1Y | +18.7% | +5.8% | +12.9% | +40.4% |
| All | +18.7% | +4.9% | +13.7% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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