+938.5%
HOOD vs XLV
+31.7%
+906.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.5% |
| 7D | -7.8% | -3.6% | -4.3% | -4.3% |
| 30D | +18.6% | -1.8% | +20.4% | +21.2% |
| 3M | +22.1% | +7.8% | +14.3% | +12.3% |
| 6M | +43.1% | +9.1% | +33.9% | +29.9% |
| YTD | -0.5% | +7.7% | -8.2% | -8.7% |
| 1Y | -4.4% | +20.4% | -24.8% | -24.0% |
| 3Y | +938.5% | +30.8% | +907.7% | +604.1% |
| All | +938.5% | +31.7% | +906.7% | +604.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling