+139.3%
HOOD vs RBA
+75.8%
+63.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.4% | +0.6% | +1.6% |
| 7D | -0.6% | +2.5% | -3.1% | -2.0% |
| 30D | -23.6% | +11.6% | -35.1% | -28.5% |
| 3M | -10.7% | +1.5% | -12.2% | -12.1% |
| 6M | +8.2% | -6.6% | +14.8% | +9.7% |
| YTD | -26.3% | -6.3% | -20.1% | -25.4% |
| 1Y | -36.1% | -4.0% | -32.1% | -36.2% |
| 3Y | +950.7% | +47.3% | +903.4% | +767.7% |
| 5Y | +127.0% | +47.7% | +79.4% | +61.7% |
| All | +139.3% | +75.8% | +63.5% | +186.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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