+231.1%
HOOD vs RMD
-13.6%
+244.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.5% |
| 7D | +7.7% | -4.7% | +12.5% | +10.5% |
| 30D | +22.0% | +0.2% | +21.7% | +21.8% |
| 3M | +37.6% | +12.0% | +25.6% | +28.0% |
| 6M | +45.3% | -12.5% | +57.8% | +55.0% |
| YTD | +1.9% | -7.9% | +9.9% | +5.4% |
| 1Y | -2.7% | -20.4% | +17.7% | +9.1% |
| 3Y | +973.4% | +53.1% | +920.3% | +674.2% |
| 5Y | +179.3% | -22.1% | +201.4% | +237.1% |
| All | +231.1% | -13.6% | +244.7% | +228.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling