+836.9%
HOOD vs XYZ
+66.0%
+770.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.8% | -7.1% | -6.2% |
| 7D | -3.8% | -1.1% | -2.7% | -3.2% |
| 30D | -23.0% | +11.5% | -34.5% | -29.3% |
| 3M | -21.6% | +1.8% | -23.4% | -23.1% |
| 6M | +1.4% | +21.2% | -19.8% | -11.9% |
| YTD | -31.2% | +29.9% | -61.1% | -44.0% |
| 1Y | -35.9% | +35.8% | -71.7% | -49.7% |
| 3Y | +836.9% | +62.6% | +774.4% | +577.2% |
| All | +836.9% | +66.0% | +770.9% | +577.2% |
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 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