+250.7%
HOOD vs RF
+92.1%
+158.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | +17.1% | +1.3% | +15.8% | +16.2% |
| 30D | +31.6% | -3.6% | +35.2% | +35.1% |
| 3M | +38.2% | +8.1% | +30.2% | +29.7% |
| 6M | +48.5% | +11.5% | +37.1% | +36.0% |
| YTD | +8.0% | +15.6% | -7.6% | -4.2% |
| 1Y | +18.7% | +15.7% | +3.0% | +5.0% |
| 3Y | +999.1% | +86.9% | +912.2% | +615.9% |
| 5Y | +181.7% | +89.8% | +91.9% | +102.0% |
| All | +250.7% | +92.1% | +158.6% | +169.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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