-2.7%
HOOD vs RMD
-20.7%
+18.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | +7.7% | -4.7% | +12.5% | +8.9% |
| 30D | +22.0% | +0.2% | +21.7% | +22.1% |
| 3M | +37.6% | +12.0% | +25.6% | +34.8% |
| 6M | +45.3% | -12.5% | +57.8% | +59.4% |
| YTD | +1.9% | -7.9% | +9.9% | +12.1% |
| 1Y | -2.7% | -20.4% | +17.7% | +24.7% |
| All | -2.7% | -20.7% | +18.0% | +24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling