+132.4%
HOOD vs RCAT
+25.1%
+107.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +18.6% | -15.4% | +0.3% |
| 7D | -4.8% | -12.7% | +7.9% | -3.1% |
| 30D | -26.1% | -34.3% | +8.2% | -21.5% |
| 3M | -10.8% | -53.4% | +42.6% | -0.6% |
| 6M | +2.4% | -62.0% | +64.3% | +16.5% |
| YTD | -28.5% | -49.1% | +20.6% | -23.1% |
| 1Y | -36.3% | -53.1% | +16.8% | -31.2% |
| 3Y | +743.7% | +318.7% | +425.0% | +629.1% |
| 5Y | +118.6% | +48.5% | +70.1% | +88.3% |
| All | +132.4% | +25.1% | +107.3% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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