+250.7%
HOOD vs RSG
+104.6%
+146.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.8% |
| 7D | +17.1% | +0.3% | +16.9% | +17.1% |
| 30D | +31.6% | +7.6% | +24.0% | +29.3% |
| 3M | +38.2% | +7.4% | +30.8% | +34.9% |
| 6M | +48.5% | -3.3% | +51.8% | +50.4% |
| YTD | +8.0% | +6.0% | +2.0% | +5.3% |
| 1Y | +18.7% | -3.7% | +22.3% | +20.3% |
| 3Y | +999.1% | +59.1% | +940.0% | +801.8% |
| 5Y | +181.7% | +89.0% | +92.7% | +117.0% |
| All | +250.7% | +104.6% | +146.1% | +203.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling