+189.8%
HOOD vs TMF
-87.5%
+277.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.1% |
| 7D | +17.1% | -1.4% | +18.6% | +17.2% |
| 30D | +31.6% | -2.8% | +34.4% | +31.8% |
| 3M | +38.2% | -10.9% | +49.2% | +39.1% |
| 6M | +48.5% | -21.3% | +69.9% | +50.3% |
| YTD | +8.0% | -15.9% | +23.8% | +8.9% |
| 1Y | +18.7% | -15.7% | +34.4% | +19.7% |
| 3Y | +999.1% | -43.4% | +1,042.5% | +1,007.6% |
| All | +189.8% | -87.5% | +277.4% | +151.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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