+950.7%
HOOD vs ROIV
+351.4%
+599.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.6% | -1.6% | +0.9% |
| 7D | -0.6% | +13.3% | -13.9% | -6.0% |
| 30D | -23.6% | +14.8% | -38.3% | -28.3% |
| 3M | -10.7% | +11.9% | -22.6% | -16.6% |
| 6M | +8.2% | +42.4% | -34.2% | -12.3% |
| YTD | -26.3% | +87.4% | -113.8% | -48.2% |
| 1Y | -36.1% | +97.2% | -133.3% | -56.3% |
| 3Y | +950.7% | +375.7% | +575.0% | +345.7% |
| All | +950.7% | +351.4% | +599.3% | +345.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling