+743.7%
HOOD vs ROIV
+314.9%
+428.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.2% | -3.0% | +0.3% |
| 7D | -4.8% | +5.3% | -10.1% | -7.0% |
| 30D | -26.1% | +11.9% | -38.0% | -29.9% |
| 3M | -10.8% | +10.7% | -21.5% | -16.6% |
| 6M | +2.4% | +34.9% | -32.6% | -15.1% |
| YTD | -28.5% | +79.2% | -107.6% | -49.1% |
| 1Y | -36.3% | +89.0% | -125.3% | -56.0% |
| 3Y | +743.7% | +337.3% | +406.3% | +226.2% |
| All | +743.7% | +314.9% | +428.8% | +226.2% |
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 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