-36.1%
HOOD vs TER
+42.7%
-78.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.8% | +8.8% | +4.0% |
| 7D | -4.4% | -19.9% | +15.5% | +1.9% |
| 30D | -23.4% | -43.5% | +20.1% | -9.9% |
| 3M | -6.5% | -37.8% | +31.3% | +6.0% |
| 6M | +14.2% | -25.6% | +39.7% | +11.1% |
| YTD | -22.7% | +29.8% | -52.5% | -54.4% |
| 1Y | -36.1% | +43.2% | -79.3% | -66.7% |
| All | -36.1% | +42.7% | -78.8% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling