+223.3%
HOOD vs RSG
+104.6%
+118.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.9% |
| 7D | -7.8% | 0.0% | -7.8% | -7.8% |
| 30D | +18.6% | +4.0% | +14.6% | +17.5% |
| 3M | +22.1% | +7.4% | +14.7% | +19.3% |
| 6M | +43.1% | +0.1% | +43.0% | +42.9% |
| YTD | -0.5% | +6.0% | -6.5% | -2.9% |
| 1Y | -4.4% | -3.0% | -1.4% | -3.4% |
| 3Y | +938.5% | +56.5% | +882.0% | +758.2% |
| 5Y | +173.4% | +90.9% | +82.5% | +111.8% |
| All | +223.3% | +104.6% | +118.6% | +179.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 10y: compounded portfolio wealth divided by compounded RSG 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…
10y analysis · Full analysis span regression · 6 months rolling