+250.7%
HOOD vs RVMD
+593.1%
-342.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | +17.1% | +1.0% | +16.1% | +16.8% |
| 30D | +31.6% | +6.4% | +25.1% | +29.0% |
| 3M | +38.2% | +34.9% | +3.3% | +26.2% |
| 6M | +48.5% | +107.6% | -59.0% | +17.3% |
| YTD | +8.0% | +163.7% | -155.7% | -23.3% |
| 1Y | +18.7% | +439.2% | -420.5% | -34.0% |
| 3Y | +999.1% | +499.2% | +499.9% | +455.4% |
| 5Y | +181.7% | +621.7% | -440.0% | +10.9% |
| All | +250.7% | +593.1% | -342.4% | +39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling