+1,037.0%
HOOD vs RMD
+53.4%
+983.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | +17.1% | -5.0% | +22.1% | +19.6% |
| 30D | +31.6% | +2.2% | +29.4% | +30.2% |
| 3M | +38.2% | +17.8% | +20.4% | +27.7% |
| 6M | +48.5% | -11.3% | +59.9% | +57.1% |
| YTD | +8.0% | -4.4% | +12.4% | +10.1% |
| 1Y | +18.7% | -15.7% | +34.4% | +28.4% |
| All | +1,037.0% | +53.4% | +983.6% | +804.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling