+113.0%
HOOD vs RRC
+110.6%
+2.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.9% | +6.1% | +4.0% |
| 7D | -4.8% | -10.8% | +6.0% | -1.8% |
| 30D | -26.1% | +22.3% | -48.4% | -30.9% |
| 3M | -10.8% | +26.6% | -37.4% | -17.6% |
| 6M | +2.4% | +18.9% | -16.6% | -4.2% |
| YTD | -28.5% | +39.2% | -67.7% | -37.0% |
| 1Y | -36.3% | +34.0% | -70.3% | -43.2% |
| 3Y | +743.7% | +42.0% | +701.7% | +636.0% |
| All | +113.0% | +110.6% | +2.4% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 5y: compounded portfolio wealth divided by compounded RRC 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…
5y analysis · Full analysis span regression · 6 months rolling