+179.3%
HOOD vs TRI
-10.1%
+189.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -0.9% |
| 7D | +7.7% | -8.4% | +16.1% | +12.7% |
| 30D | +22.0% | -6.5% | +28.4% | +25.7% |
| 3M | +37.6% | +18.6% | +19.0% | +22.0% |
| 6M | +45.3% | -10.4% | +55.7% | +50.7% |
| YTD | +1.9% | -23.7% | +25.6% | +18.6% |
| 1Y | -2.7% | -42.5% | +39.7% | +41.8% |
| 3Y | +973.4% | -19.3% | +992.7% | +974.5% |
| 5Y | +179.3% | -9.7% | +188.9% | +116.4% |
| All | +179.3% | -10.1% | +189.4% | +116.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling