+963.5%
HOOD vs XLU
+48.9%
+914.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.1% |
| 7D | +7.7% | +0.6% | +7.1% | +7.4% |
| 30D | +22.0% | -0.4% | +22.4% | +22.0% |
| 3M | +37.6% | -1.7% | +39.4% | +37.9% |
| 6M | +45.3% | -7.1% | +52.4% | +50.7% |
| YTD | +1.9% | +1.9% | 0.0% | -1.2% |
| 1Y | -2.7% | +6.1% | -8.8% | -7.9% |
| All | +963.5% | +48.9% | +914.5% | +698.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling