+231.1%
HOOD vs XME
+183.2%
+47.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.2% |
| 7D | +7.7% | -0.2% | +8.0% | +7.8% |
| 30D | +22.0% | +1.4% | +20.6% | +20.9% |
| 3M | +37.6% | +2.7% | +34.9% | +34.2% |
| 6M | +45.3% | +6.5% | +38.8% | +37.1% |
| YTD | +1.9% | +15.2% | -13.3% | -9.9% |
| 1Y | -2.7% | +43.5% | -46.2% | -28.6% |
| 3Y | +973.4% | +135.9% | +837.5% | +455.8% |
| 5Y | +179.3% | +181.5% | -2.2% | +26.7% |
| All | +231.1% | +183.2% | +47.9% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 10y: compounded portfolio wealth divided by compounded XME 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…
10y analysis · Full analysis span regression · 6 months rolling