+193.0%
HOOD vs HRB
+112.6%
+80.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.5% | +2.6% | -2.6% |
| 7D | +13.4% | -9.1% | +22.4% | +15.6% |
| 30D | +25.8% | +0.3% | +25.5% | +25.3% |
| 3M | +38.0% | +23.4% | +14.6% | +30.7% |
| 6M | +52.2% | +45.1% | +7.1% | +36.5% |
| YTD | +3.7% | +8.9% | -5.1% | +0.9% |
| 1Y | +0.1% | -7.9% | +8.0% | +1.7% |
| 3Y | +992.6% | +27.9% | +964.6% | +861.6% |
| 5Y | +193.0% | +108.3% | +84.7% | +115.2% |
| All | +193.0% | +112.6% | +80.4% | +115.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling