+122.7%
HOOD vs TROW
-37.1%
+159.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -4.9% | -5.0% |
| 7D | -3.8% | +0.5% | -4.2% | -4.3% |
| 30D | -23.0% | +9.3% | -32.3% | -29.9% |
| 3M | -21.6% | -0.9% | -20.7% | -20.5% |
| 6M | +1.4% | +8.3% | -6.9% | -7.0% |
| YTD | -31.2% | +10.6% | -41.8% | -38.1% |
| 1Y | -35.9% | +10.5% | -46.5% | -42.4% |
| 3Y | +836.9% | +36.5% | +800.4% | +593.0% |
| All | +122.7% | -37.1% | +159.9% | +300.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling