-36.1%
HOOD vs HRB
+16.9%
-53.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.4% | -2.4% | +2.1% |
| 7D | -4.4% | +16.0% | -20.4% | -4.1% |
| 30D | -23.4% | +32.1% | -55.5% | -23.2% |
| 3M | -6.5% | +21.5% | -28.0% | -5.9% |
| 6M | +14.2% | +82.1% | -67.9% | +13.9% |
| YTD | -22.7% | +31.6% | -54.3% | -29.0% |
| 1Y | -36.1% | +15.9% | -52.0% | -42.4% |
| All | -36.1% | +16.9% | -53.0% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling