+123.6%
HOOD vs TRI
+15.8%
+107.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -3.8% | -2.9% | -0.9% | -2.8% |
| 30D | -23.0% | +3.7% | -26.7% | -25.2% |
| 3M | -21.6% | +3.7% | -25.4% | -24.4% |
| 6M | +1.4% | +35.1% | -33.7% | -16.3% |
| YTD | -31.2% | -14.0% | -17.1% | -26.8% |
| 1Y | -35.9% | -19.0% | -17.0% | -29.1% |
| 3Y | +836.9% | -12.0% | +848.9% | +834.3% |
| 5Y | +121.1% | +0.6% | +120.5% | +53.8% |
| All | +123.6% | +15.8% | +107.8% | +170.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling