+250.7%
HOOD vs ROIV
+253.2%
-2.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.5% |
| 7D | +17.1% | +0.6% | +16.5% | +16.9% |
| 30D | +31.6% | +1.0% | +30.6% | +31.0% |
| 3M | +38.2% | +18.3% | +20.0% | +31.1% |
| 6M | +48.5% | +18.3% | +30.2% | +40.9% |
| YTD | +8.0% | +61.0% | -53.0% | -6.2% |
| 1Y | +18.7% | +177.9% | -159.2% | -11.5% |
| 3Y | +999.1% | +199.1% | +800.0% | +685.4% |
| 5Y | +181.7% | +250.7% | -69.0% | +78.7% |
| All | +250.7% | +253.2% | -2.5% | +139.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling