+231.1%
HOOD vs TE
-41.3%
+272.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | -1.1% |
| 7D | +7.7% | +15.0% | -7.2% | +4.3% |
| 30D | +22.0% | -7.5% | +29.5% | +23.4% |
| 3M | +37.6% | -42.0% | +79.6% | +51.2% |
| 6M | +45.3% | -31.4% | +76.7% | +44.9% |
| YTD | +1.9% | -26.5% | +28.4% | -1.6% |
| 1Y | -2.7% | +153.1% | -155.8% | -36.0% |
| 3Y | +973.4% | -20.7% | +994.0% | +701.1% |
| 5Y | +179.3% | -45.4% | +224.7% | +113.4% |
| All | +231.1% | -41.3% | +272.4% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 10y: compounded portfolio wealth divided by compounded TE 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…
10y analysis · Full analysis span regression · 6 months rolling