+142.9%
HOOD vs TER
+118.1%
+24.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.3% | -4.3% | 0.0% |
| 7D | -3.2% | +5.9% | -9.1% | -6.3% |
| 30D | -22.6% | -30.8% | +8.2% | -8.4% |
| 3M | -10.4% | -29.9% | +19.6% | +2.9% |
| 6M | +4.7% | -27.5% | +32.2% | +8.4% |
| YTD | -25.2% | +37.5% | -62.7% | -50.0% |
| 1Y | -35.9% | +50.3% | -86.1% | -59.2% |
| 3Y | +927.7% | +204.9% | +722.8% | +260.1% |
| 5Y | +147.5% | +89.2% | +58.4% | +10.9% |
| All | +142.9% | +118.1% | +24.8% | +35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling