+963.5%
HOOD vs TROW
+12.9%
+950.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | 0.0% |
| 7D | +7.7% | -1.5% | +9.2% | +9.9% |
| 30D | +22.0% | -5.3% | +27.3% | +30.0% |
| 3M | +37.6% | +2.9% | +34.7% | +32.0% |
| 6M | +45.3% | +22.2% | +23.1% | +14.6% |
| YTD | +1.9% | +8.1% | -6.2% | -7.5% |
| 1Y | -2.7% | +5.8% | -8.5% | -9.5% |
| All | +963.5% | +12.9% | +950.6% | +834.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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