+193.0%
HOOD vs RIG
+52.4%
+140.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.4% | -3.5% |
| 7D | +13.4% | -2.7% | +16.1% | +14.0% |
| 30D | +25.8% | +9.5% | +16.3% | +22.4% |
| 3M | +38.0% | -6.6% | +44.6% | +39.5% |
| 6M | +52.2% | -2.9% | +55.1% | +49.9% |
| YTD | +3.7% | +39.5% | -35.7% | -8.3% |
| 1Y | +0.1% | +82.3% | -82.2% | -18.3% |
| 3Y | +992.6% | -29.6% | +1,022.1% | +978.3% |
| 5Y | +193.0% | +63.2% | +129.8% | +101.0% |
| All | +193.0% | +52.4% | +140.6% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 5y: compounded portfolio wealth divided by compounded RIG 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…
5y analysis · Full analysis span regression · 6 months rolling