+250.7%
HOOD vs RBA
+53.3%
+197.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.3% |
| 7D | +17.1% | -2.9% | +20.0% | +19.2% |
| 30D | +31.6% | -12.3% | +43.9% | +41.7% |
| 3M | +38.2% | -20.5% | +58.8% | +54.5% |
| 6M | +48.5% | -18.5% | +67.1% | +63.6% |
| YTD | +8.0% | -18.2% | +26.2% | +19.0% |
| 1Y | +18.7% | -27.5% | +46.2% | +40.5% |
| 3Y | +999.1% | +38.1% | +961.0% | +856.4% |
| 5Y | +181.7% | +44.8% | +136.9% | +157.8% |
| All | +250.7% | +53.3% | +197.4% | +356.1% |
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 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