-36.1%
HOOD vs XLV
+34.1%
-70.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.0% | +0.6% |
| 7D | -4.4% | +5.5% | -9.9% | -6.8% |
| 30D | -23.4% | +13.3% | -36.7% | -28.1% |
| 3M | -6.5% | +17.4% | -24.0% | -12.9% |
| 6M | +14.2% | +32.1% | -17.9% | -2.0% |
| YTD | -22.7% | +24.0% | -46.8% | -32.1% |
| 1Y | -36.1% | +32.9% | -69.0% | -46.1% |
| All | -36.1% | +34.1% | -70.2% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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