+147.5%
HOOD vs HRB
+141.1%
+6.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | -3.2% | -8.1% | +4.9% | -1.9% |
| 30D | -22.6% | +15.0% | -37.6% | -24.8% |
| 3M | -10.4% | +10.2% | -20.6% | -12.5% |
| 6M | +4.7% | +44.2% | -39.5% | -4.2% |
| YTD | -25.2% | +21.0% | -46.2% | -28.8% |
| 1Y | -35.9% | +12.0% | -47.9% | -37.7% |
| 3Y | +927.7% | +24.9% | +902.8% | +833.7% |
| 5Y | +147.5% | +144.6% | +2.9% | +81.8% |
| All | +147.5% | +141.1% | +6.5% | +81.8% |
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