+132.4%
HOOD vs RBA
+71.7%
+60.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.3% | +4.5% | +4.0% |
| 7D | -4.8% | +4.3% | -9.1% | -7.1% |
| 30D | -26.1% | +16.3% | -42.4% | -32.6% |
| 3M | -10.8% | +1.3% | -12.1% | -12.2% |
| 6M | +2.4% | -11.1% | +13.4% | +6.9% |
| YTD | -28.5% | -8.5% | -20.0% | -26.6% |
| 1Y | -36.3% | -2.1% | -34.2% | -37.3% |
| 3Y | +743.7% | +44.6% | +699.1% | +604.6% |
| 5Y | +118.6% | +36.8% | +81.8% | +50.9% |
| All | +132.4% | +71.7% | +60.7% | +181.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling