-2.7%
HOOD vs HRB
-9.2%
+6.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.1% | -1.8% |
| 7D | +7.7% | -10.6% | +18.4% | +7.7% |
| 30D | +22.0% | -0.8% | +22.8% | +22.3% |
| 3M | +37.6% | +19.1% | +18.6% | +39.2% |
| 6M | +45.3% | +48.7% | -3.4% | +45.7% |
| YTD | +1.9% | +7.1% | -5.2% | -6.8% |
| 1Y | -2.7% | -8.3% | +5.6% | -16.4% |
| All | -2.7% | -9.2% | +6.4% | -16.4% |
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