+122.7%
HOOD vs TAP
+0.6%
+122.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.2% | -7.5% | -4.7% |
| 7D | -3.8% | +1.3% | -5.0% | -3.9% |
| 30D | -23.0% | +5.7% | -28.7% | -23.7% |
| 3M | -21.6% | -1.9% | -19.7% | -21.6% |
| 6M | +1.4% | +0.9% | +0.5% | +0.6% |
| YTD | -31.2% | -9.5% | -21.6% | -30.9% |
| 1Y | -35.9% | -9.0% | -27.0% | -35.9% |
| 3Y | +836.9% | -22.2% | +859.2% | +872.2% |
| All | +122.7% | +0.6% | +122.1% | +102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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