+250.7%
HOOD vs RMD
-10.3%
+261.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +25.0% |
| 6M | +48.5% | -11.3% | +59.9% | +57.5% |
| YTD | +8.0% | -4.4% | +12.4% | +9.4% |
| 1Y | +18.7% | -15.7% | +34.4% | +29.0% |
| 3Y | +999.1% | +47.7% | +951.4% | +716.7% |
| 5Y | +181.7% | -19.2% | +200.9% | +233.2% |
| All | +250.7% | -10.3% | +261.0% | +241.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling