+707.8%
HOOD vs CART
+40.2%
+667.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.8% |
| 7D | -3.2% | -0.6% | -2.6% | -2.9% |
| 30D | -22.6% | +23.1% | -45.6% | -28.4% |
| 3M | -10.4% | +19.2% | -29.6% | -16.5% |
| 6M | +4.7% | +45.7% | -41.0% | -10.7% |
| YTD | -25.2% | +30.9% | -56.1% | -34.2% |
| 1Y | -35.9% | +50.2% | -86.1% | -46.9% |
| 3Y | +927.7% | +133.5% | +794.2% | +600.4% |
| All | +707.8% | +40.2% | +667.7% | +476.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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