+938.5%
HOOD vs RDW
+241.5%
+697.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.1% |
| 7D | -7.8% | +0.9% | -8.7% | -8.2% |
| 30D | +18.6% | -21.3% | +39.9% | +26.2% |
| 3M | +22.1% | -37.9% | +59.9% | +35.8% |
| 6M | +43.1% | +12.3% | +30.8% | +28.4% |
| YTD | -0.5% | +39.7% | -40.2% | -19.0% |
| 1Y | -4.4% | +25.7% | -30.1% | -22.3% |
| 3Y | +938.5% | +230.8% | +707.6% | +446.6% |
| All | +938.5% | +241.5% | +697.0% | +446.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 3y: compounded portfolio wealth divided by compounded RDW 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…
3y analysis · Full analysis span regression · 6 months rolling