+125.1%
HOOD vs RACE
+105.3%
+19.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.3% | -8.0% | -8.8% |
| 7D | -14.4% | +5.7% | -20.1% | -17.4% |
| 30D | -30.0% | +9.3% | -39.3% | -33.9% |
| 3M | -15.5% | +3.8% | -19.4% | -17.4% |
| 6M | +1.8% | +29.8% | -28.0% | -15.2% |
| YTD | -30.7% | +15.6% | -46.3% | -38.5% |
| 1Y | -45.0% | +5.1% | -50.0% | -47.8% |
| 3Y | +709.0% | +30.8% | +678.2% | +481.0% |
| 5Y | +111.8% | +67.4% | +44.4% | +2.3% |
| All | +125.1% | +105.3% | +19.8% | +22.4% |
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