+139.3%
HOOD vs RACE
+103.6%
+35.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +2.5% |
| 7D | -0.6% | +3.9% | -4.5% | -3.0% |
| 30D | -23.6% | +7.4% | -31.0% | -27.0% |
| 3M | -10.7% | +1.6% | -12.3% | -11.5% |
| 6M | +8.2% | +23.3% | -15.2% | -6.7% |
| YTD | -26.3% | +14.7% | -41.0% | -34.3% |
| 1Y | -36.1% | +2.5% | -38.6% | -38.4% |
| 3Y | +950.7% | +28.0% | +922.7% | +669.6% |
| 5Y | +127.0% | +69.8% | +57.2% | +11.2% |
| All | +139.3% | +103.6% | +35.7% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling