+231.1%
HOOD vs FTV
+9.6%
+221.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.5% | -0.7% |
| 7D | +7.7% | -1.3% | +9.0% | +9.2% |
| 30D | +22.0% | -9.5% | +31.5% | +33.0% |
| 3M | +37.6% | -10.9% | +48.5% | +49.9% |
| 6M | +45.3% | -0.6% | +45.9% | +41.7% |
| YTD | +1.9% | +1.4% | +0.5% | -4.5% |
| 1Y | -2.7% | +17.6% | -20.4% | -23.1% |
| 3Y | +973.4% | -3.3% | +976.6% | +959.2% |
| 5Y | +179.3% | -0.1% | +179.4% | +128.4% |
| All | +231.1% | +9.6% | +221.5% | +181.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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