+237.0%
HOOD vs RTX
+151.2%
+85.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -3.4% |
| 7D | +13.4% | -3.1% | +16.5% | +15.0% |
| 30D | +25.8% | -10.6% | +36.3% | +32.2% |
| 3M | +38.0% | +11.6% | +26.3% | +29.4% |
| 6M | +52.2% | -4.5% | +56.7% | +53.9% |
| YTD | +3.7% | +9.6% | -5.8% | -2.1% |
| 1Y | +0.1% | +30.8% | -30.8% | -13.6% |
| 3Y | +992.6% | +152.8% | +839.7% | +570.4% |
| 5Y | +193.0% | +167.1% | +25.9% | +84.6% |
| All | +237.0% | +151.2% | +85.7% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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