+18.7%
HOOD vs XLY
-0.5%
+19.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | 0.0% |
| 7D | +17.1% | -2.0% | +19.1% | +21.1% |
| 30D | +31.6% | -3.1% | +34.7% | +38.6% |
| 3M | +38.2% | -1.8% | +40.1% | +42.1% |
| 6M | +48.5% | -0.9% | +49.4% | +51.6% |
| YTD | +8.0% | -3.4% | +11.3% | +15.0% |
| 1Y | +18.7% | -1.5% | +20.2% | +26.1% |
| All | +18.7% | -0.5% | +19.1% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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