-35.9%
HOOD vs TER
+45.2%
-81.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.3% | -4.3% | +1.5% |
| 7D | -3.2% | +5.9% | -9.1% | -5.1% |
| 30D | -22.6% | -30.8% | +8.2% | -14.4% |
| 3M | -10.4% | -29.9% | +19.6% | -2.4% |
| 6M | +4.7% | -27.5% | +32.2% | +4.5% |
| YTD | -25.2% | +37.5% | -62.7% | -56.7% |
| 1Y | -35.9% | +50.3% | -86.1% | -67.2% |
| All | -35.9% | +45.2% | -81.1% | -67.2% |
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