-36.1%
HOOD vs XYZ
+19.9%
-56.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +15.3% | -13.3% | -7.7% |
| 7D | -4.4% | +16.5% | -20.9% | -14.1% |
| 30D | -23.4% | +15.0% | -38.4% | -30.5% |
| 3M | -6.5% | +3.5% | -10.1% | -9.0% |
| 6M | +14.2% | +21.9% | -7.7% | -0.3% |
| YTD | -22.7% | +34.6% | -57.3% | -36.9% |
| 1Y | -36.1% | +20.7% | -56.8% | -44.2% |
| All | -36.1% | +19.9% | -56.0% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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