+133.6%
HOOD vs RTX
+153.1%
-19.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.0% | -4.4% | -3.3% |
| 7D | -5.1% | -1.7% | -3.3% | -4.3% |
| 30D | -25.4% | +7.7% | -33.1% | -28.1% |
| 3M | -14.0% | -10.3% | -3.6% | -10.0% |
| 6M | +5.6% | +14.6% | -9.0% | -2.5% |
| YTD | -28.1% | +10.4% | -38.5% | -32.6% |
| 1Y | -40.1% | +13.5% | -53.7% | -44.6% |
| 3Y | +888.2% | +158.6% | +729.6% | +499.4% |
| 5Y | +135.8% | +147.3% | -11.4% | +35.8% |
| All | +133.6% | +153.1% | -19.5% | +23.0% |
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