-3.5%
HOOD vs TRI
-42.8%
+39.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.4% |
| 7D | -9.1% | -14.4% | +5.2% | -6.2% |
| 30D | +20.1% | -8.1% | +28.2% | +22.2% |
| 3M | +31.2% | +17.5% | +13.7% | +26.1% |
| 6M | +44.3% | -5.0% | +49.3% | +46.9% |
| YTD | +0.2% | -24.7% | +24.9% | +6.0% |
| 1Y | -3.5% | -41.5% | +38.0% | +9.7% |
| All | -3.5% | -42.8% | +39.2% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling