+250.7%
HOOD vs RACE
+99.3%
+151.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -0.8% |
| 7D | +17.1% | -2.5% | +19.6% | +19.2% |
| 30D | +31.6% | +0.8% | +30.8% | +31.3% |
| 3M | +38.2% | +17.2% | +21.1% | +24.0% |
| 6M | +48.5% | +13.6% | +35.0% | +35.8% |
| YTD | +8.0% | +12.2% | -4.2% | -2.3% |
| 1Y | +18.7% | -16.3% | +34.9% | +30.3% |
| 3Y | +999.1% | +36.4% | +962.7% | +649.8% |
| 5Y | +181.7% | +95.0% | +86.7% | +50.7% |
| All | +250.7% | +99.3% | +151.4% | +94.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling