+113.0%
HOOD vs TLT
-34.6%
+147.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -4.8% | +0.1% | -4.9% | -4.8% |
| 30D | -26.1% | +6.2% | -32.3% | -27.2% |
| 3M | -10.8% | -0.3% | -10.5% | -10.7% |
| 6M | +2.4% | -3.4% | +5.7% | +3.1% |
| YTD | -28.5% | -3.1% | -25.3% | -27.9% |
| 1Y | -36.3% | -5.2% | -31.1% | -35.6% |
| 3Y | +743.7% | +6.5% | +737.2% | +725.5% |
| All | +113.0% | -34.6% | +147.6% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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