+180.0%
HOOD vs NTR
+48.6%
+131.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +16.7% |
| 3M | +37.6% | +22.8% | +14.9% | +31.0% |
| 6M | +45.3% | +8.2% | +37.1% | +41.3% |
| YTD | +1.9% | +32.9% | -31.0% | -6.5% |
| 1Y | -2.7% | +45.3% | -48.1% | -13.2% |
| 3Y | +973.4% | +41.7% | +931.7% | +843.2% |
| All | +180.0% | +48.6% | +131.4% | +83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling