+113.0%
HOOD vs RACE
+65.0%
+48.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.5% | +4.7% | +4.2% |
| 7D | -4.8% | +5.1% | -9.9% | -8.0% |
| 30D | -26.1% | +7.7% | -33.8% | -29.7% |
| 3M | -10.8% | +2.2% | -13.0% | -12.0% |
| 6M | +2.4% | +23.8% | -21.4% | -12.7% |
| YTD | -28.5% | +13.9% | -42.4% | -36.4% |
| 1Y | -36.3% | +3.8% | -40.1% | -39.4% |
| 3Y | +743.7% | +28.0% | +715.7% | +492.6% |
| All | +113.0% | +65.0% | +48.0% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling