+179.3%
HOOD vs XLU
+43.5%
+135.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.0% |
| 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% | +38.2% |
| 6M | +45.3% | -7.1% | +52.4% | +51.0% |
| YTD | +1.9% | +1.9% | 0.0% | -1.0% |
| 1Y | -2.7% | +6.1% | -8.8% | -8.0% |
| 3Y | +973.4% | +48.8% | +924.6% | +701.2% |
| 5Y | +179.3% | +43.8% | +135.5% | +116.3% |
| All | +179.3% | +43.5% | +135.8% | +116.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling