+189.8%
HOOD vs RMD
-19.3%
+209.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | +17.1% | -5.0% | +22.1% | +20.2% |
| 30D | +31.6% | +2.2% | +29.4% | +29.8% |
| 3M | +38.2% | +17.8% | +20.4% | +25.2% |
| 6M | +48.5% | -11.3% | +59.9% | +57.3% |
| YTD | +8.0% | -4.4% | +12.4% | +9.4% |
| 1Y | +18.7% | -15.7% | +34.4% | +28.9% |
| 3Y | +999.1% | +47.7% | +951.4% | +725.1% |
| All | +189.8% | -19.3% | +209.2% | +207.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling