+131.0%
HOOD vs RBA
+46.2%
+84.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -2.9% |
| 7D | +3.8% | -0.5% | +4.3% | +4.1% |
| 30D | -26.4% | +6.8% | -33.2% | -29.7% |
| 3M | -14.3% | +9.5% | -23.7% | -19.8% |
| 6M | +3.9% | -8.2% | +12.1% | +6.5% |
| YTD | -28.1% | -7.7% | -20.3% | -26.5% |
| 1Y | -38.8% | -6.9% | -31.9% | -37.9% |
| 3Y | +888.5% | +61.6% | +826.8% | +648.8% |
| 5Y | +131.0% | +44.7% | +86.3% | +89.6% |
| All | +131.0% | +46.2% | +84.8% | +89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling