+18.7%
HOOD vs TRV
+34.7%
-16.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -2.6% |
| 7D | +17.1% | -0.1% | +17.3% | +16.8% |
| 30D | +31.6% | -3.4% | +35.0% | +29.7% |
| 3M | +38.2% | +26.4% | +11.8% | +53.7% |
| 6M | +48.5% | +19.3% | +29.2% | +60.8% |
| YTD | +8.0% | +28.3% | -20.4% | +22.4% |
| 1Y | +18.7% | +34.3% | -15.6% | +40.5% |
| All | +18.7% | +34.7% | -16.0% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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