+1,037.0%
HOOD vs RJF
+78.4%
+958.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -0.4% |
| 7D | +17.1% | -0.6% | +17.7% | +18.3% |
| 30D | +31.6% | -1.3% | +32.8% | +33.3% |
| 3M | +38.2% | +18.9% | +19.4% | +13.5% |
| 6M | +48.5% | +15.0% | +33.5% | +25.9% |
| YTD | +8.0% | +12.2% | -4.2% | -6.8% |
| 1Y | +18.7% | +5.6% | +13.0% | +10.1% |
| All | +1,037.0% | +78.4% | +958.6% | +588.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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