+836.9%
HOOD vs RRX
+64.5%
+772.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -3.2% |
| 7D | -3.8% | +4.3% | -8.1% | -5.6% |
| 30D | -23.0% | +12.3% | -35.3% | -27.2% |
| 3M | -21.6% | +3.7% | -25.3% | -23.2% |
| 6M | +1.4% | -13.9% | +15.4% | +4.6% |
| YTD | -31.2% | +26.5% | -57.6% | -46.0% |
| 1Y | -35.9% | +29.3% | -65.2% | -50.8% |
| 3Y | +836.9% | +65.6% | +771.4% | +611.1% |
| All | +836.9% | +64.5% | +772.5% | +611.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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