-40.1%
HOOD vs ROIV
+104.3%
-144.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.9% |
| 7D | -5.1% | +14.3% | -19.4% | -10.0% |
| 30D | -25.4% | +16.2% | -41.6% | -29.8% |
| 3M | -14.0% | +15.1% | -29.1% | -19.9% |
| 6M | +5.6% | +44.2% | -38.6% | -15.0% |
| YTD | -28.1% | +89.8% | -117.9% | -50.5% |
| 1Y | -40.1% | +94.6% | -134.7% | -57.3% |
| All | -40.1% | +104.3% | -144.5% | -57.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling