-36.1%
HOOD vs NTRS
+43.5%
-79.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | -0.7% |
| 7D | -4.4% | +3.6% | -8.0% | -7.2% |
| 30D | -23.4% | +4.3% | -27.7% | -26.0% |
| 3M | -6.5% | -1.9% | -4.6% | -5.6% |
| 6M | +14.2% | +11.4% | +2.7% | +2.9% |
| YTD | -22.7% | +32.3% | -55.0% | -44.9% |
| 1Y | -36.1% | +42.5% | -78.6% | -61.3% |
| All | -36.1% | +43.5% | -79.6% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 1y: compounded portfolio wealth divided by compounded NTRS 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…
1y analysis · Full analysis span regression · 6 months rolling