+131.0%
HOOD vs TER
+86.7%
+44.4%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.1% | -3.4% |
| 7D | +3.8% | +24.0% | -20.2% | -7.0% |
| 30D | -26.4% | -30.6% | +4.3% | -12.9% |
| 3M | -14.3% | -34.5% | +20.2% | +2.1% |
| 6M | +3.9% | -26.4% | +30.3% | +6.5% |
| YTD | -28.1% | +36.4% | -64.5% | -52.2% |
| 1Y | -38.8% | +47.4% | -86.2% | -61.1% |
| 3Y | +888.5% | +202.6% | +685.9% | +236.1% |
| 5Y | +131.0% | +83.9% | +47.2% | -0.8% |
| All | +131.0% | +86.7% | +44.4% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling