+4.1%
HOOD vs TER
+197.6%
-193.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.5% | -7.6% | -3.6% |
| 7D | +17.1% | +0.6% | +16.5% | +16.8% |
| 30D | +31.6% | -8.3% | +39.9% | +34.2% |
| 3M | +38.2% | -12.2% | +50.5% | +36.7% |
| 6M | +48.5% | +17.1% | +31.5% | +26.4% |
| YTD | +8.0% | +84.7% | -76.7% | -25.6% |
| All | +4.1% | +197.6% | -193.5% | -32.2% |
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