+250.7%
HOOD vs RRX
+25.1%
+225.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.2% | -2.2% |
| 7D | +17.1% | +3.4% | +13.7% | +15.3% |
| 30D | +31.6% | -11.1% | +42.7% | +39.2% |
| 3M | +38.2% | -23.7% | +62.0% | +53.5% |
| 6M | +48.5% | -22.0% | +70.5% | +59.4% |
| YTD | +8.0% | +16.5% | -8.5% | -10.2% |
| 1Y | +18.7% | +11.5% | +7.1% | +0.4% |
| 3Y | +999.1% | +1.5% | +997.6% | +858.9% |
| 5Y | +181.7% | +18.3% | +163.4% | +131.8% |
| All | +250.7% | +25.1% | +225.6% | +201.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling