+225.5%
HOOD vs TRV
+175.7%
+49.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.8% |
| 7D | -9.1% | -1.5% | -7.7% | -8.9% |
| 30D | +20.1% | -1.8% | +21.9% | +20.4% |
| 3M | +31.2% | +21.6% | +9.7% | +26.0% |
| 6M | +44.3% | +22.5% | +21.9% | +38.3% |
| YTD | +0.2% | +28.1% | -27.9% | -5.2% |
| 1Y | -3.5% | +37.0% | -40.5% | -10.5% |
| 3Y | +955.2% | +141.9% | +813.3% | +780.9% |
| 5Y | +175.3% | +158.5% | +16.8% | +117.7% |
| All | +225.5% | +175.7% | +49.8% | +268.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling