+122.7%
HOOD vs RSP
+48.2%
+74.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.7% |
| 7D | -3.8% | +2.4% | -6.1% | -8.4% |
| 30D | -23.0% | +4.3% | -27.2% | -29.2% |
| 3M | -21.6% | -0.3% | -21.3% | -20.3% |
| 6M | +1.4% | +9.8% | -8.4% | -16.2% |
| YTD | -31.2% | +16.8% | -48.0% | -49.4% |
| 1Y | -35.9% | +19.5% | -55.4% | -55.0% |
| 3Y | +836.9% | +65.1% | +771.8% | +279.3% |
| All | +122.7% | +48.2% | +74.5% | +15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling