+139.3%
HOOD vs TER
+101.8%
+37.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +12.7% | -9.8% | -3.2% |
| 7D | -0.6% | -5.8% | +5.1% | +1.6% |
| 30D | -23.6% | -38.9% | +15.3% | -4.0% |
| 3M | -10.7% | -35.1% | +24.4% | +6.4% |
| 6M | +8.2% | -31.6% | +39.7% | +15.2% |
| YTD | -26.3% | +27.2% | -53.6% | -48.8% |
| 1Y | -36.1% | +35.2% | -71.3% | -57.0% |
| 3Y | +950.7% | +192.8% | +757.9% | +272.5% |
| 5Y | +127.0% | +72.4% | +54.6% | +6.2% |
| All | +139.3% | +101.8% | +37.4% | +38.6% |
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