+231.1%
HOOD vs ETR
+145.9%
+85.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.6% |
| 7D | +7.7% | +0.4% | +7.4% | +7.7% |
| 30D | +22.0% | +2.0% | +19.9% | +21.5% |
| 3M | +37.6% | -1.7% | +39.3% | +37.7% |
| 6M | +45.3% | +3.6% | +41.7% | +43.5% |
| YTD | +1.9% | +18.0% | -16.1% | -1.9% |
| 1Y | -2.7% | +26.2% | -29.0% | -7.2% |
| 3Y | +973.4% | +148.0% | +825.4% | +840.3% |
| 5Y | +179.3% | +126.1% | +53.2% | +132.6% |
| All | +231.1% | +145.9% | +85.2% | +407.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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