+836.9%
HOOD vs TRI
-10.1%
+847.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -3.8% | -2.9% | -0.9% | -3.0% |
| 30D | -23.0% | +3.7% | -26.7% | -24.8% |
| 3M | -21.6% | +3.7% | -25.4% | -23.7% |
| 6M | +1.4% | +35.1% | -33.7% | -12.8% |
| YTD | -31.2% | -14.0% | -17.1% | -25.2% |
| 1Y | -35.9% | -19.0% | -17.0% | -27.7% |
| 3Y | +836.9% | -12.0% | +848.9% | +1,019.4% |
| All | +836.9% | -10.1% | +847.1% | +1,019.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling