+177.3%
HOOD vs XLV
+33.9%
+143.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.5% |
| 7D | -7.8% | -3.6% | -4.3% | -3.8% |
| 30D | +18.6% | -1.8% | +20.4% | +21.5% |
| 3M | +22.1% | +7.8% | +14.3% | +10.6% |
| 6M | +43.1% | +9.1% | +33.9% | +27.8% |
| YTD | -0.5% | +7.7% | -8.2% | -10.0% |
| 1Y | -4.4% | +20.4% | -24.8% | -25.8% |
| 3Y | +938.5% | +30.8% | +907.7% | +619.7% |
| All | +177.3% | +33.9% | +143.3% | +78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling