+225.5%
HOOD vs HRB
+118.4%
+107.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | -9.1% | -12.2% | +3.0% | -6.7% |
| 30D | +20.1% | -3.0% | +23.0% | +20.4% |
| 3M | +31.2% | +21.7% | +9.5% | +24.8% |
| 6M | +44.3% | +52.3% | -8.0% | +27.4% |
| YTD | +0.2% | +6.5% | -6.3% | -2.0% |
| 1Y | -3.5% | -6.7% | +3.2% | -2.7% |
| 3Y | +955.2% | +25.1% | +930.1% | +835.6% |
| 5Y | +175.3% | +113.8% | +61.5% | +105.3% |
| All | +225.5% | +118.4% | +107.1% | +151.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling