+836.9%
HOOD vs ROL
+5.9%
+831.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.6% | -6.8% | -4.6% |
| 7D | -3.8% | +3.0% | -6.8% | -4.2% |
| 30D | -23.0% | +19.8% | -42.7% | -25.1% |
| 3M | -21.6% | +7.9% | -29.5% | -22.3% |
| 6M | +1.4% | -25.6% | +27.1% | +8.1% |
| YTD | -31.2% | -34.1% | +3.0% | -23.9% |
| 1Y | -35.9% | -31.4% | -4.5% | -30.3% |
| 3Y | +836.9% | +4.7% | +832.3% | +890.9% |
| All | +836.9% | +5.9% | +831.1% | +890.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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