+992.6%
HOOD vs HRB
+28.7%
+963.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.5% | +2.6% | -3.2% |
| 7D | +13.4% | -9.1% | +22.4% | +14.5% |
| 30D | +25.8% | +0.3% | +25.5% | +25.7% |
| 3M | +38.0% | +23.4% | +14.6% | +34.7% |
| 6M | +52.2% | +45.1% | +7.1% | +44.2% |
| YTD | +3.7% | +8.9% | -5.1% | +3.2% |
| 1Y | +0.1% | -7.9% | +8.0% | +2.5% |
| 3Y | +992.6% | +27.9% | +964.6% | +962.0% |
| All | +992.6% | +28.7% | +963.8% | +962.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling