+175.3%
HOOD vs TDY
+34.3%
+141.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.9% |
| 7D | -9.1% | -1.9% | -7.3% | -7.6% |
| 30D | +20.1% | -12.5% | +32.6% | +34.7% |
| 3M | +31.2% | -0.8% | +32.0% | +30.6% |
| 6M | +44.3% | -9.0% | +53.3% | +55.2% |
| YTD | +0.2% | +16.8% | -16.6% | -15.1% |
| 1Y | -3.5% | +9.5% | -13.0% | -13.1% |
| 3Y | +955.2% | +45.4% | +909.8% | +641.5% |
| 5Y | +175.3% | +37.8% | +137.5% | +87.0% |
| All | +175.3% | +34.3% | +141.0% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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