+122.7%
HOOD vs NTR
+19.8%
+102.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -3.8% | -0.3% | -3.4% | -3.7% |
| 30D | -23.0% | +2.0% | -24.9% | -23.4% |
| 3M | -21.6% | +6.4% | -28.0% | -22.9% |
| 6M | +1.4% | +1.6% | -0.2% | +0.6% |
| YTD | -31.2% | +18.2% | -49.4% | -35.2% |
| 1Y | -35.9% | +23.9% | -59.9% | -40.6% |
| 3Y | +836.9% | +44.7% | +792.3% | +723.2% |
| All | +122.7% | +19.8% | +102.9% | +63.3% |
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