+250.7%
HOOD vs XLU
+50.7%
+200.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.2% |
| 7D | +17.1% | +0.8% | +16.3% | +16.6% |
| 30D | +31.6% | -1.3% | +32.9% | +32.4% |
| 3M | +38.2% | -1.3% | +39.6% | +38.3% |
| 6M | +48.5% | -7.6% | +56.2% | +54.7% |
| YTD | +8.0% | +2.3% | +5.7% | +5.0% |
| 1Y | +18.7% | +5.8% | +12.9% | +13.0% |
| 3Y | +999.1% | +50.5% | +948.6% | +739.6% |
| 5Y | +181.7% | +44.1% | +137.6% | +109.3% |
| All | +250.7% | +50.7% | +200.0% | +261.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling