+963.5%
HOOD vs NTR
+40.7%
+922.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +7.7% | +0.5% | +7.2% | +7.6% |
| 30D | +22.0% | +21.7% | +0.2% | +16.3% |
| 3M | +37.6% | +22.8% | +14.9% | +30.4% |
| 6M | +45.3% | +8.2% | +37.1% | +41.0% |
| YTD | +1.9% | +32.9% | -31.0% | -8.9% |
| 1Y | -2.7% | +45.3% | -48.1% | -16.4% |
| All | +963.5% | +40.7% | +922.7% | +779.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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