+179.3%
HOOD vs RVMD
+591.3%
-412.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | +7.7% | -0.7% | +8.5% | +8.0% |
| 30D | +22.0% | +0.3% | +21.6% | +21.7% |
| 3M | +37.6% | +38.9% | -1.3% | +23.8% |
| 6M | +45.3% | +108.1% | -62.8% | +12.8% |
| YTD | +1.9% | +160.7% | -158.8% | -29.0% |
| 1Y | -2.7% | +407.3% | -410.0% | -46.9% |
| 3Y | +973.4% | +546.6% | +426.8% | +399.6% |
| 5Y | +179.3% | +579.8% | -400.5% | +10.8% |
| All | +179.3% | +591.3% | -412.1% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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