+193.0%
HOOD vs TE
-41.1%
+234.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +10.0% | -13.9% | -6.2% |
| 7D | +13.4% | +18.2% | -4.9% | +9.0% |
| 30D | +25.8% | -13.5% | +39.3% | +29.1% |
| 3M | +38.0% | -44.6% | +82.6% | +53.1% |
| 6M | +52.2% | -24.7% | +76.9% | +48.4% |
| YTD | +3.7% | -24.3% | +28.0% | -0.6% |
| 1Y | +0.1% | +155.6% | -155.5% | -34.4% |
| 3Y | +992.6% | -18.3% | +1,010.8% | +717.7% |
| 5Y | +193.0% | -41.3% | +234.3% | +110.4% |
| All | +193.0% | -41.1% | +234.1% | +110.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling