-4.4%
HOOD vs XLU
+3.1%
-7.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -7.8% | -1.6% | -6.2% | -7.6% |
| 30D | +18.6% | -3.3% | +21.9% | +18.9% |
| 3M | +22.1% | -3.2% | +25.2% | +21.3% |
| 6M | +43.1% | -7.0% | +50.0% | +45.0% |
| YTD | -0.5% | +0.6% | -1.1% | -5.8% |
| 1Y | -4.4% | +2.4% | -6.8% | +1.1% |
| All | -4.4% | +3.1% | -7.5% | +1.1% |
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