+992.6%
HOOD vs XYZ
+43.0%
+949.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.2% | -0.7% | -1.7% |
| 7D | +13.4% | +2.9% | +10.5% | +11.3% |
| 30D | +25.8% | +1.4% | +24.4% | +24.9% |
| 3M | +38.0% | +14.6% | +23.4% | +25.4% |
| 6M | +52.2% | +20.8% | +31.5% | +34.3% |
| YTD | +3.7% | +23.1% | -19.3% | -11.0% |
| 1Y | +0.1% | +5.6% | -5.6% | -4.9% |
| 3Y | +992.6% | +50.9% | +941.6% | +763.4% |
| All | +992.6% | +43.0% | +949.5% | +763.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling