+250.7%
HOOD vs RY
+144.5%
+106.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.2% |
| 7D | +17.1% | +3.1% | +14.0% | +13.0% |
| 30D | +31.6% | -0.3% | +31.9% | +32.4% |
| 3M | +38.2% | +8.7% | +29.6% | +23.8% |
| 6M | +48.5% | +28.5% | +20.0% | +7.8% |
| YTD | +8.0% | +25.1% | -17.1% | -18.5% |
| 1Y | +18.7% | +46.3% | -27.6% | -26.2% |
| 3Y | +999.1% | +154.9% | +844.2% | +250.3% |
| 5Y | +181.7% | +140.3% | +41.4% | -1.4% |
| All | +250.7% | +144.5% | +106.2% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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