+225.5%
HOOD vs TRI
+1.4%
+224.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.1% |
| 7D | -9.1% | -14.4% | +5.2% | -2.9% |
| 30D | +20.1% | -8.1% | +28.2% | +24.4% |
| 3M | +31.2% | +17.5% | +13.7% | +18.6% |
| 6M | +44.3% | -5.0% | +49.3% | +44.1% |
| YTD | +0.2% | -24.7% | +24.9% | +15.0% |
| 1Y | -3.5% | -41.5% | +38.0% | +31.1% |
| 3Y | +955.2% | -20.3% | +975.6% | +1,004.5% |
| 5Y | +175.3% | -10.9% | +186.2% | +99.0% |
| All | +225.5% | +1.4% | +224.1% | +324.7% |
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