+139.3%
HOOD vs RSP
+57.9%
+81.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | -1.7% |
| 7D | -0.6% | +0.4% | -1.1% | -1.2% |
| 30D | -23.6% | +3.7% | -27.3% | -28.8% |
| 3M | -10.7% | +0.8% | -11.5% | -11.2% |
| 6M | +8.2% | +9.1% | -0.9% | -9.0% |
| YTD | -26.3% | +16.7% | -43.1% | -45.2% |
| 1Y | -36.1% | +19.7% | -55.8% | -54.7% |
| 3Y | +950.7% | +66.7% | +884.0% | +333.2% |
| 5Y | +127.0% | +48.7% | +78.3% | +16.4% |
| All | +139.3% | +57.9% | +81.4% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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