+123.6%
HOOD vs ROIV
+299.7%
-176.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -4.0% |
| 7D | -3.8% | +1.7% | -5.4% | -4.2% |
| 30D | -23.0% | +17.6% | -40.6% | -26.4% |
| 3M | -21.6% | +9.0% | -30.6% | -24.3% |
| 6M | +1.4% | +35.3% | -33.8% | -8.4% |
| YTD | -31.2% | +82.2% | -113.3% | -42.7% |
| 1Y | -35.9% | +92.3% | -128.2% | -47.6% |
| 3Y | +836.9% | +336.8% | +500.1% | +513.0% |
| 5Y | +121.1% | +370.6% | -249.5% | +14.7% |
| All | +123.6% | +299.7% | -176.1% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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