+250.7%
HOOD vs RTX
+153.7%
+96.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.8% |
| 7D | +17.1% | -5.2% | +22.3% | +20.0% |
| 30D | +31.6% | -9.4% | +41.0% | +37.4% |
| 3M | +38.2% | +12.3% | +26.0% | +29.2% |
| 6M | +48.5% | -3.1% | +51.7% | +49.1% |
| YTD | +8.0% | +10.7% | -2.7% | +1.4% |
| 1Y | +18.7% | +28.4% | -9.8% | +3.2% |
| 3Y | +999.1% | +147.1% | +852.0% | +583.5% |
| 5Y | +181.7% | +167.2% | +14.4% | +71.1% |
| All | +250.7% | +153.7% | +96.9% | +85.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling